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 | -$16,417 |
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 | $215,712 | $136,307+58.3% | $177,821+21.3% | $73,488+193.5% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 19.05% | 18.68%+0.4pp | 48.32%-29.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $11,267 | $3,712+203.5% | $5,918+90.4% | $2,270+396.3% |
| Participant deferral / active EE | $10,375 | $5,829+78.0% | $7,714+34.5% | $3,740+177.4% |
| Admin fee / account holder | $105 | $596-82.4% | $12,427-99.2% | $513-79.6% |