Filed September 1, 2009
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 | $2,675 |
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 | $33,803 | $34,492-2.0% | $80,004-57.7% | $55,191-38.8% |
| Participation rate | 96.6% | 62.9%+33.7pp | 73.0%+23.6pp | 69.2%+27.4pp |
| Annual return | 2.97% | 3.50%-0.5pp | 7.63%-4.7pp | 10.78%-7.8pp |
| Employer contribution / active EE | $2,333 | $1,043+123.7% | $2,473-5.6% | $1,899+22.9% |
| Participant deferral / active EE | $4,069 | $2,104+93.4% | $3,204+27.0% | $3,046+33.6% |
| Admin fee / account holder | $6 | $69-90.8% | $5,033-99.9% | $91-93.0% |