Filed July 6, 2011 (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 10-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 | -$914 |
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 | $142,147 | $89,739+58.4% | $149,718-5.1% | $62,292+128.2% |
| Participation rate | 98.8% | 85.1%+13.7pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 19.58% | 21.01%-1.4pp | 1501.63%-1482.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $8,608 | $3,233+166.3% | $5,445+58.1% | $2,042+321.5% |
| Participant deferral / active EE | $8,435 | $4,797+75.8% | $6,569+28.4% | $3,169+166.2% |
| Admin fee / account holder | -$7 | $551-101.3% | $11,283-100.1% | $479-101.5% |