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 | -$3,969 |
Form 5500 reported that benefits due were not provided when due.
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 | $144,098 | $81,537+76.7% | $149,718-3.8% | $69,631+106.9% |
| Participation rate | 97.4% | 86.1%+11.2pp | 87.1%+10.3pp | 70.7%+26.7pp |
| Annual return | 19.02% | 22.79%-3.8pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $9,642 | $3,239+197.7% | $5,445+77.1% | $2,032+374.5% |
| Participant deferral / active EE | $8,938 | $4,994+79.0% | $6,569+36.1% | $3,224+177.3% |
| Admin fee / account holder | -$7 | $107-106.2% | $11,283-100.1% | $110-106.0% |