Filed March 27, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,239 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,019 | $88,730+10.5% | $82,313+19.1% | $77,958+25.7% |
| Participation rate | 97.4% | 84.5%+12.8pp | 76.9%+20.5pp | 71.6%+25.7pp |
| Annual return | 16.30% | 20.88%-4.6pp | 25.88%-9.6pp | 20.87%-4.6pp |
| Employer contribution / active EE | $3,540 | $2,758+28.3% | $2,428+45.8% | $2,310+53.2% |
| Participant deferral / active EE | $4,806 | $4,634+3.7% | $3,706+29.7% | $3,537+35.9% |
| Admin fee / account holder | $29 | $74-60.3% | $5,608-99.5% | $97-69.9% |