Filed March 5, 2012 (most recent of 4 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 | -$2,521 |
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 | $110,542 | $68,413+61.6% | $123,104-10.2% | $55,191+100.3% |
| Participation rate | 94.3% | 84.5%+9.7pp | 86.8%+7.5pp | 69.2%+25.1pp |
| Annual return | 0.43% | 6.30%-5.9pp | 13.22%-12.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,574 | $3,050+17.2% | $5,151-30.6% | $1,899+88.2% |
| Participant deferral / active EE | $9,586 | $4,490+113.5% | $6,230+53.9% | $3,046+214.7% |
| Admin fee / account holder | -$4 | $88-104.6% | $9,015-100.0% | $91-104.5% |