Filed March 11, 2016
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 | $975 |
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 | $85,464 | $62,928+35.8% | $172,739-50.5% | $67,579+26.5% |
| Participation rate | 73.0% | 64.5%+8.5pp | 82.6%-9.7pp | 71.3%+1.7pp |
| Annual return | 18.21% | 30.36%-12.1pp | 802.84%-784.6pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,505 | $1,636-8.0% | $5,143-70.7% | $2,148-29.9% |
| Participant deferral / active EE | $3,808 | $2,145+77.6% | $5,198-26.7% | $3,539+7.6% |
| Admin fee / account holder | $137 | $167-17.6% | $13,954-99.0% | $142-3.5% |