Filed February 1, 2013 (most recent of 2 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 | $22,180 |
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 | $16,093 | $37,117-56.6% | $147,614-89.1% | $55,191-70.8% |
| Participation rate | 88.6% | 63.6%+25.0pp | 84.6%+4.0pp | 69.2%+19.4pp |
| Annual return | -0.38% | 3.44%-3.8pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $745 | $1,620-54.0% | $5,564-86.6% | $1,899-60.7% |
| Participant deferral / active EE | $1,814 | $1,985-8.6% | $4,895-62.9% | $3,046-40.4% |
| Admin fee / account holder | $77 | $86-9.7% | $11,611-99.3% | $91-14.9% |