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 | $17,552 |
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 | $61,989 | $65,376-5.2% | $87,100-28.8% | $65,185-4.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 26.78% | 31.27%-4.5pp | 28.19%-1.4pp | 29.38%-2.6pp |
| Employer contribution / active EE | $3,300 | $1,822+81.1% | $2,521+30.9% | $2,177+51.6% |
| Participant deferral / active EE | $8,026 | $3,388+136.9% | $4,049+98.2% | $3,514+128.4% |
| Admin fee / account holder | $113 | $520-78.2% | $7,497-98.5% | $847-86.6% |