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 | $27,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,319 | $79,523+66.4% | $140,016-5.5% | $56,287+135.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.52% | 2.39%-8.9pp | 651.12%-657.6pp | -9.96%+3.4pp |
| Employer contribution / active EE | $9,189 | $3,350+174.3% | $5,606+63.9% | $2,111+335.3% |
| Participant deferral / active EE | $8,661 | $5,129+68.9% | $6,927+25.0% | $3,350+158.6% |
| Admin fee / account holder | $133 | $614-78.4% | $10,705-98.8% | $521-74.5% |