Filed August 23, 2012
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 | $98,383 |
Annual investment return 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 | $66,673 | $105,247-36.7% | $87,100-23.5% | $77,787-14.3% |
| Participation rate | 95.5% | 85.8%+9.7pp | 76.9%+18.6pp | 73.2%+22.3pp |
| Annual return | 19.23% | 24.52%-5.3pp | 28.19%-9.0pp | 32.57%-13.3pp |
| Employer contribution / active EE | $1,945 | $2,895-32.8% | $2,521-22.9% | $2,504-22.4% |
| Participant deferral / active EE | $4,981 | $5,060-1.6% | $4,049+23.0% | $3,967+25.5% |
| Admin fee / account holder | $56 | $104-46.5% | $7,497-99.3% | $100-44.1% |