Filed April 2, 2008
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 | $2,324 |
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 | $172,841 | $88,324+95.7% | $115,037+50.2% | $55,191+213.2% |
| Participation rate | 89.6% | 72.5%+17.1pp | 81.4%+8.3pp | 69.2%+20.5pp |
| Annual return | 4.78% | 6.30%-1.5pp | 26.14%-21.4pp | 10.78%-6.0pp |
| Employer contribution / active EE | $1,985 | $2,805-29.2% | $4,608-56.9% | $1,899+4.6% |
| Participant deferral / active EE | $8,062 | $5,042+59.9% | $6,026+33.8% | $3,046+164.6% |
| Admin fee / account holder | $7 | $105-93.6% | $8,175-99.9% | $91-92.6% |