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 | -$17,750 |
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 | $58,363 | $80,005-27.1% | $140,016-58.3% | $55,725+4.7% |
| Participation rate | 98.0% | 87.0%+11.0pp | 87.5%+10.5pp | 70.9%+27.1pp |
| Annual return | -5.07% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,519 | $3,403-26.0% | $5,606-55.1% | $2,078+21.2% |
| Participant deferral / active EE | $5,277 | $5,264+0.2% | $6,927-23.8% | $3,356+57.3% |
| Admin fee / account holder | $26 | $116-77.4% | $10,705-99.8% | $115-77.3% |