Filed December 3, 2008
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 | $8,463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,326 | $68,413-52.7% | $123,104-73.7% | $55,191-41.4% |
| Participation rate | 93.4% | 84.5%+8.9pp | 86.8%+6.7pp | 69.2%+24.3pp |
| Annual return | 0.98% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $269 | $3,050-91.2% | $5,151-94.8% | $1,899-85.9% |
| Participant deferral / active EE | $4,122 | $4,490-8.2% | $6,230-33.8% | $3,046+35.3% |
| Admin fee / account holder | $24 | $88-73.2% | $9,015-99.7% | $91-74.0% |