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 | $4,565 |
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 | $98,557 | $59,186+66.5% | $76,768+28.4% | $56,287+75.1% |
| Participation rate | 88.1% | 75.2%+12.9pp | 77.0%+11.1pp | 69.9%+18.2pp |
| Annual return | -4.34% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,719 | $1,759-2.3% | $2,485-30.8% | $2,111-18.6% |
| Participant deferral / active EE | $6,051 | $3,255+85.9% | $3,852+57.1% | $3,350+80.7% |
| Admin fee / account holder | $82 | $489-83.3% | $6,675-98.8% | $521-84.3% |