Filed June 8, 2009 (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 | -$75,064 |
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 | $130,873 | $82,279+59.1% | $77,999+67.8% | $63,975+104.6% |
| Participation rate | 93.3% | 84.7%+8.7pp | 75.5%+17.8pp | 71.1%+22.2pp |
| Annual return | 7.45% | 11.20%-3.7pp | 425.96%-418.5pp | 48.65%-41.2pp |
| Employer contribution / active EE | $3,307 | $3,297+0.3% | $2,470+33.9% | $2,182+51.6% |
| Participant deferral / active EE | $6,437 | $4,538+41.8% | $3,497+84.1% | $3,356+91.8% |
| Admin fee / account holder | -$30 | $81-137.3% | $5,480-100.6% | $70-143.2% |