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 | $425 |
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 | $125,384 | $63,355+97.9% | $91,989+36.3% | $72,985+71.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 78.6%+20.3pp | 69.5%+29.4pp |
| Annual return | 23.89% | 35.35%-11.5pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,158 | $2,116+49.3% | $3,452-8.5% | $2,440+29.4% |
| Participant deferral / active EE | $9,723 | $4,883+99.1% | $5,923+64.2% | $3,607+169.5% |
| Admin fee / account holder | $31 | $4,668-99.3% | $7,743-99.6% | $5,124-99.4% |