Filed August 9, 2018 (most recent of 3 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 | $39,928 |
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 | $19,274 | $63,964-69.9% | $147,614-86.9% | $67,505-71.4% |
| Participation rate | 71.0% | 68.6%+2.4pp | 84.6%-13.6pp | 71.2%-0.2pp |
| Annual return | 0.41% | 9.05%-8.6pp | 61.98%-61.6pp | 6.52%-6.1pp |
| Employer contribution / active EE | $1,877 | $1,618+16.0% | $5,564-66.3% | $2,173-13.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $11 | $43-73.4% | $11,611-99.9% | $56-79.8% |