Filed June 8, 2009 (most recent of 5 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 | $16,937 |
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 | $50,534 | $59,186-14.6% | $76,768-34.2% | $56,287-10.2% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -0.29% | 6.62%-6.9pp | 2.43%-2.7pp | -9.96%+9.7pp |
| Employer contribution / active EE | $2,996 | $1,759+70.3% | $2,485+20.5% | $2,111+41.9% |
| Participant deferral / active EE | $6,764 | $3,255+107.8% | $3,852+75.6% | $3,350+101.9% |
| Admin fee / account holder | $111 | $489-77.4% | $6,675-98.3% | $521-78.8% |