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 | $75 |
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 | $146,489 | $66,813+119.3% | $100,516+45.7% | $73,488+99.3% |
| Participation rate | 98.0% | 77.5%+20.5pp | 79.4%+18.6pp | 70.7%+27.3pp |
| Annual return | 15.52% | 25.70%-10.2pp | 30.89%-15.4pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,651 | $2,147+23.5% | $3,418-22.4% | $2,270+16.8% |
| Participant deferral / active EE | $8,230 | $5,883+39.9% | $6,270+31.3% | $3,740+120.1% |
| Admin fee / account holder | $23 | $512-95.4% | $8,081-99.7% | $513-95.4% |