Filed December 12, 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 | $3,245 |
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 | $84,265 | $65,592+28.5% | $90,160-6.5% | $69,631+21.0% |
| Participation rate | 73.3% | 77.6%-4.4pp | 76.9%-3.6pp | 70.7%+2.6pp |
| Annual return | 26.25% | 57.10%-30.8pp | 34.88%-8.6pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $2,217 | $2,193+1.1% | $3,318-33.2% | $2,032+9.1% |
| Participant deferral / active EE | $6,369 | $5,257+21.2% | $5,288+20.5% | $3,224+97.6% |
| Admin fee / account holder | $5 | $86-94.2% | $5,943-99.9% | $110-95.5% |