Filed March 24, 2008 (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 | $255,253 |
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 | $138,143 | $95,776+44.2% | $162,163-14.8% | $77,787+77.6% |
| Participation rate | 98.6% | 88.6%+10.0pp | 87.6%+11.1pp | 73.2%+25.4pp |
| Annual return | 22.07% | 37.03%-15.0pp | 115.59%-93.5pp | 32.57%-10.5pp |
| Employer contribution / active EE | $5,224 | $3,874+34.9% | $5,614-6.9% | $2,504+108.6% |
| Participant deferral / active EE | $7,929 | $6,125+29.4% | $7,298+8.6% | $3,967+99.9% |
| Admin fee / account holder | $36 | $88-59.2% | $10,843-99.7% | $100-64.3% |