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 | $130,939 |
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 | $73,582 | $176,491-58.3% | $95,952-23.3% | $90,288-18.5% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.2pp |
| Annual return | 12.42% | 20.14%-7.7pp | 91.61%-79.2pp | 53.97%-41.6pp |
| Employer contribution / active EE | $2,184 | $2,789-21.7% | $2,541-14.1% | $2,524-13.5% |
| Participant deferral / active EE | $4,968 | $5,340-7.0% | $4,167+19.2% | $4,232+17.4% |
| Admin fee / account holder | $79 | $154-48.5% | $6,795-98.8% | $114-30.4% |