Filed April 1, 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 | $7,250 |
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 | $34,205 | $39,859-14.2% | $78,689-56.5% | $57,658-40.7% |
| Participation rate | 76.1% | 66.1%+10.0pp | 73.6%+2.5pp | 70.2%+5.8pp |
| Annual return | 8.70% | 18.96%-10.3pp | 62.18%-53.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,030 | $1,786+13.7% | $2,851-28.8% | $1,974+2.9% |
| Participant deferral / active EE | $4,326 | $2,248+92.4% | $3,517+23.0% | $3,061+41.4% |
| Admin fee / account holder | $10 | $76-87.3% | $4,510-99.8% | $95-89.8% |