Filed May 15, 2013 (most recent of 5 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 | $1,746 |
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 | $119,582 | $59,535+100.9% | $90,160+32.6% | $62,292+92.0% |
| Participation rate | 99.0% | 73.0%+26.0pp | 76.9%+22.2pp | 69.5%+29.5pp |
| Annual return | 18.34% | 23.53%-5.2pp | 34.88%-16.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $3,450 | $1,826+89.0% | $3,318+4.0% | $2,042+68.9% |
| Participant deferral / active EE | $9,843 | $4,639+112.2% | $5,288+86.1% | $3,169+210.6% |
| Admin fee / account holder | $30 | $337-91.0% | $5,943-99.5% | $479-93.7% |