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 | $6,669 |
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 | $63,637 | $88,515-28.1% | $162,163-60.8% | $67,579-5.8% |
| Participation rate | 96.8% | 86.8%+10.0pp | 87.6%+9.3pp | 71.3%+25.6pp |
| Annual return | 27.06% | 27.04%0pp | 115.59%-88.5pp | 378.56%-351.5pp |
| Employer contribution / active EE | $2,561 | $3,563-28.1% | $5,614-54.4% | $2,148+19.2% |
| Participant deferral / active EE | $4,433 | $5,724-22.6% | $7,298-39.3% | $3,539+25.2% |
| Admin fee / account holder | $17 | $124-86.3% | $10,843-99.8% | $142-88.1% |