Filed July 23, 2009
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 | -$14,456 |
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 | $132,140 | $55,182+139.5% | $73,307+80.3% | $55,191+139.4% |
| Participation rate | 98.0% | 73.9%+24.1pp | 74.9%+23.1pp | 69.2%+28.9pp |
| Annual return | 4.02% | 8.55%-4.5pp | 5.67%-1.7pp | 10.78%-6.8pp |
| Employer contribution / active EE | $5,575 | $1,935+188.2% | $3,237+72.2% | $1,899+193.6% |
| Participant deferral / active EE | $7,596 | $4,641+63.7% | $4,991+52.2% | $3,046+149.3% |
| Admin fee / account holder | -$24 | $68-135.4% | $5,637-100.4% | $91-126.7% |