Filed April 6, 2009 (most recent of 2 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 | $62,850 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $21,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,516 | $62,928-70.6% | $172,739-89.3% | $67,579-72.6% |
| Participation rate | 91.5% | 64.5%+27.0pp | 82.6%+8.8pp | 71.3%+20.2pp |
| Annual return | 18.53% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $175 | $1,636-89.3% | $5,143-96.6% | $2,148-91.8% |
| Participant deferral / active EE | $1,630 | $2,145-24.0% | $5,198-68.6% | $3,539-54.0% |
| Admin fee / account holder | $160 | $167-4.1% | $13,954-98.9% | $142+12.3% |