Filed December 18, 2014
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 | $16,986 |
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 | $71,084 | $66,310+7.2% | $93,606-24.1% | $65,185+9.0% |
| Participation rate | 99.4% | 74.0%+25.4pp | 75.8%+23.5pp | 70.2%+29.2pp |
| Annual return | 21.95% | 42.58%-20.6pp | 32.76%-10.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $4,818 | $2,012+139.5% | $2,718+77.3% | $2,177+121.4% |
| Participant deferral / active EE | $3,731 | $3,342+11.7% | $4,069-8.3% | $3,514+6.2% |
| Admin fee / account holder | $94 | $6,897-98.6% | $7,888-98.8% | $847-88.9% |