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 | $1,975 |
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 | $36,526 | $57,103-36.0% | $87,507-58.3% | $57,658-36.7% |
| Participation rate | 97.4% | 64.3%+33.1pp | 73.8%+23.6pp | 70.2%+27.2pp |
| Annual return | 7.69% | 12.71%-5.0pp | 12.21%-4.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,382 | $1,107+115.1% | $2,550-6.6% | $1,974+20.7% |
| Participant deferral / active EE | $4,193 | $2,250+86.4% | $3,149+33.2% | $3,061+37.0% |
| Admin fee / account holder | $5 | $281-98.3% | $4,221-99.9% | $95-94.8% |