Filed November 1, 2007 (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 | $8,545 |
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 | $48,476 | $80,005-39.4% | $140,016-65.4% | $55,725-13.0% |
| Participation rate | 96.7% | 87.0%+9.7pp | 87.5%+9.2pp | 70.9%+25.8pp |
| Annual return | -3.94% | 0.46%-4.4pp | 651.12%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,451 | $3,403-28.0% | $5,606-56.3% | $2,078+17.9% |
| Participant deferral / active EE | $3,930 | $5,264-25.3% | $6,927-43.3% | $3,356+17.1% |
| Admin fee / account holder | $22 | $116-80.8% | $10,705-99.8% | $115-80.7% |