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 | $10,939 |
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 | $42,274 | $46,100-8.3% | $86,590-51.2% | $69,631-39.3% |
| Participation rate | 78.6% | 67.2%+11.4pp | 73.5%+5.1pp | 70.7%+7.9pp |
| Annual return | 23.31% | 21.02%+2.3pp | 964.84%-941.5pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $2,168 | $1,850+17.2% | $2,839-23.7% | $2,032+6.7% |
| Participant deferral / active EE | $4,676 | $2,432+92.3% | $3,609+29.6% | $3,224+45.1% |
| Admin fee / account holder | $13 | $94-85.8% | $4,906-99.7% | $110-88.0% |