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 | -$3,826 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,832 | $71,802+75.2% | $133,980-6.1% | $57,658+118.2% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.1%+3.2pp | 70.2%+20.1pp |
| Annual return | 8.42% | 13.51%-5.1pp | 29.30%-20.9pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,767 | $3,161+19.1% | $5,211-27.7% | $1,974+90.8% |
| Participant deferral / active EE | $9,348 | $4,606+103.0% | $6,282+48.8% | $3,061+205.4% |
| Admin fee / account holder | -$7 | $88-108.3% | $9,324-100.1% | $95-107.7% |