Filed March 27, 2011
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 | $425 |
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 | $109,811 | $67,606+62.4% | $82,313+33.4% | $70,131+56.6% |
| Participation rate | 90.5% | 72.8%+17.8pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 17.07% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,966 | $1,755+12.0% | $2,428-19.1% | $2,342-16.1% |
| Participant deferral / active EE | $6,518 | $2,987+118.2% | $3,706+75.9% | $3,332+95.6% |
| Admin fee / account holder | $39 | $4,512-99.1% | $5,608-99.3% | $4,645-99.2% |