Filed July 20, 2016
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 | $800 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,660 | $136,307+104.4% | $177,821+56.7% | $73,488+279.2% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.2pp | 70.7%+23.3pp |
| Annual return | 31.28% | 18.68%+12.6pp | 48.32%-17.0pp | 28.51%+2.8pp |
| Employer contribution / active EE | $5,025 | $3,712+35.4% | $5,918-15.1% | $2,270+121.4% |
| Participant deferral / active EE | $15,932 | $5,829+173.3% | $7,714+106.5% | $3,740+326.0% |
| Admin fee / account holder | $5 | $596-99.1% | $12,427-100.0% | $513-99.0% |