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 | $2,775 |
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 | $52,712 | $37,591+40.2% | $90,645-41.8% | $55,725-5.4% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.0%+23.5pp | 70.9%+26.7pp |
| Annual return | -6.46% | -3.20%-3.3pp | 1.88%-8.3pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,459 | $1,302+88.9% | $2,532-2.9% | $2,078+18.3% |
| Participant deferral / active EE | $4,728 | $2,643+78.9% | $3,425+38.1% | $3,356+40.9% |
| Admin fee / account holder | $8 | $100-92.5% | $4,994-99.8% | $115-93.5% |