Filed April 4, 2008
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 | $1,050 |
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 | $191,309 | $55,636+243.9% | $81,983+133.4% | $73,488+160.3% |
| Participation rate | 92.5% | 62.3%+30.2pp | 69.2%+23.3pp | 70.7%+21.9pp |
| Annual return | 21.92% | 19.07%+2.9pp | 41.31%-19.4pp | 28.51%-6.6pp |
| Employer contribution / active EE | $2,972 | $1,625+83.0% | $2,498+19.0% | $2,270+30.9% |
| Participant deferral / active EE | $5,083 | $2,762+84.0% | $3,722+36.6% | $3,740+35.9% |
| Admin fee / account holder | $7 | $493-98.6% | $5,664-99.9% | $513-98.7% |