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 | $19,981 |
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 | $86,351 | $78,422+10.1% | $95,952-10.0% | $79,858+8.1% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | 22.91% | 19.37%+3.5pp | 91.61%-68.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,431 | $1,945+76.4% | $2,541+35.0% | $2,471+38.8% |
| Participant deferral / active EE | $8,852 | $3,440+157.3% | $4,167+112.4% | $3,740+136.7% |
| Admin fee / account holder | $162 | $5,622-97.1% | $6,795-97.6% | $5,306-96.9% |