Filed March 14, 2018
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 | $913 |
FIRST CLEARING LLC1 year Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $86,109 | $48,076+79.1% | $78,689+9.4% | $62,891+36.9% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.1pp | 69.3%+29.4pp |
| Annual return | 7.99% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,793 | $2,015+137.9% | $2,851+68.1% | $2,281+110.1% |
| Participant deferral / active EE | $7,447 | $2,588+187.8% | $3,517+111.8% | $3,203+132.5% |
| Admin fee / account holder | $7 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |