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 | $581 |
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 | $101,255 | $61,214+65.4% | $83,333+21.5% | $56,287+79.9% |
| Participation rate | 98.2% | 72.6%+25.6pp | 77.8%+20.4pp | 69.9%+28.3pp |
| Annual return | -5.13% | 0.42%-5.5pp | 10.63%-15.8pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,544 | $1,925+32.1% | $3,379-24.7% | $2,111+20.5% |
| Participant deferral / active EE | $8,550 | $5,091+67.9% | $5,565+53.6% | $3,350+155.3% |
| Admin fee / account holder | $24 | $512-95.3% | $7,510-99.7% | $521-95.4% |