Filed December 31, 2010 (most recent of 6 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 | $8,415 |
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 | $59,225 | $81,537-27.4% | $149,718-60.4% | $69,631-14.9% |
| Participation rate | 97.7% | 86.1%+11.5pp | 87.1%+10.6pp | 70.7%+27.0pp |
| Annual return | 20.22% | 22.79%-2.6pp | 1501.63%-1481.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,371 | $3,239-26.8% | $5,445-56.5% | $2,032+16.7% |
| Participant deferral / active EE | $4,774 | $4,994-4.4% | $6,569-27.3% | $3,224+48.1% |
| Admin fee / account holder | $20 | $107-81.7% | $11,283-99.8% | $110-82.3% |