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 | $1,603 |
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 | $79,071 | $62,543+26.4% | $83,333-5.1% | $55,725+41.9% |
| Participation rate | 74.7% | 78.4%-3.7pp | 77.8%-3.0pp | 70.9%+3.9pp |
| Annual return | -6.98% | 14.85%-21.8pp | 10.63%-17.6pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,510 | $2,427+3.4% | $3,379-25.7% | $2,078+20.8% |
| Participant deferral / active EE | $6,746 | $5,682+18.7% | $5,565+21.2% | $3,356+101.0% |
| Admin fee / account holder | $0 | $103-99.9% | $7,510-100.0% | $115-99.9% |