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 | $3,456 |
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 | $181,631 | $80,177+126.5% | $123,892+46.6% | $57,658+215.0% |
| Participation rate | 89.9% | 74.4%+15.5pp | 81.4%+8.5pp | 70.2%+19.7pp |
| Annual return | 8.39% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,017 | $2,913-30.7% | $4,617-56.3% | $1,974+2.2% |
| Participant deferral / active EE | $8,273 | $5,130+61.3% | $5,984+38.3% | $3,061+170.3% |
| Admin fee / account holder | $8 | $106-92.1% | $8,357-99.9% | $95-91.1% |