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 | $106,860 |
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 | $91,530 | $78,852+16.1% | $76,768+19.2% | $75,289+21.6% |
| Participation rate | 97.7% | 85.0%+12.7pp | 77.0%+20.7pp | 72.4%+25.3pp |
| Annual return | -4.37% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,816 | $2,794+36.5% | $2,485+53.5% | $2,405+58.7% |
| Participant deferral / active EE | $5,119 | $4,800+6.7% | $3,852+32.9% | $3,739+36.9% |
| Admin fee / account holder | $27 | $79-65.9% | $6,675-99.6% | $102-73.7% |