Filed October 23, 2013 (most recent of 2 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 | -$4,900 |
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 | $117,699 | $80,177+46.8% | $123,892-5.0% | $57,658+104.1% |
| Participation rate | 89.8% | 74.4%+15.4pp | 81.4%+8.4pp | 70.2%+19.6pp |
| Annual return | 8.53% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,405 | $2,913+16.9% | $4,617-26.3% | $1,974+72.5% |
| Participant deferral / active EE | $9,557 | $5,130+86.3% | $5,984+59.7% | $3,061+212.3% |
| Admin fee / account holder | $5 | $106-95.7% | $8,357-99.9% | $95-95.2% |