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 | $2,200 |
Form 5500 reported that benefits due were not provided when due.
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 | $47,265 | $43,411+8.9% | $94,993-50.2% | $69,631-32.1% |
| Participation rate | 96.9% | 64.4%+32.5pp | 73.9%+23.0pp | 70.7%+26.2pp |
| Annual return | 19.42% | 22.54%-3.1pp | 27.12%-7.7pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,372 | $1,202+97.4% | $2,603-8.9% | $2,032+16.7% |
| Participant deferral / active EE | $4,368 | $2,384+83.2% | $3,317+31.7% | $3,224+35.5% |
| Admin fee / account holder | $5 | $87-94.1% | $4,960-99.9% | $110-95.3% |