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 | -$15,302 |
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 | $176,189 | $98,982+78.0% | $162,163+8.6% | $65,185+170.3% |
| Participation rate | 99.4% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.2pp |
| Annual return | 24.69% | 24.84%-0.1pp | 115.59%-90.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $9,930 | $3,467+186.5% | $5,614+76.9% | $2,177+356.2% |
| Participant deferral / active EE | $9,420 | $5,384+74.9% | $7,298+29.1% | $3,514+168.1% |
| Admin fee / account holder | $87 | $596-85.3% | $10,843-99.2% | $847-89.7% |