Filed November 5, 2008 (most recent of 2 filings on file)
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 | $18,623 |
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 | $93,300 | $72,770+28.2% | $67,652+37.9% | $55,191+69.0% |
| Participation rate | 96.7% | 78.8%+17.9pp | 75.7%+21.0pp | 69.2%+27.5pp |
| Annual return | 3.32% | -3.26%+6.6pp | 6625.04%-6621.7pp | 10.78%-7.5pp |
| Employer contribution / active EE | $4,232 | $1,769+139.2% | $2,266+86.8% | $1,899+122.9% |
| Participant deferral / active EE | $5,805 | $3,408+70.3% | $3,560+63.1% | $3,046+90.5% |
| Admin fee / account holder | $27 | $79-65.9% | $4,821-99.4% | $91-70.4% |