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 | $61,646 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $22,688 |
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 | $21,459 | $52,293-59.0% | $178,490-88.0% | $73,409-70.8% |
| Participation rate | 93.0% | 65.3%+27.7pp | 81.9%+11.1pp | 72.2%+20.8pp |
| Annual return | 12.26% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $198 | $1,735-88.6% | $5,011-96.1% | $2,234-91.2% |
| Participant deferral / active EE | $1,879 | $2,332-19.4% | $5,202-63.9% | $3,805-50.6% |
| Admin fee / account holder | $164 | $127+28.8% | $13,984-98.8% | $158+3.9% |