Filed October 23, 2014 (most recent of 5 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 | $42,386 |
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 | $36,821 | $63,964-42.4% | $147,614-75.1% | $67,505-45.5% |
| Participation rate | 92.2% | 68.6%+23.6pp | 84.6%+7.5pp | 71.2%+21.0pp |
| Annual return | 0.93% | 9.05%-8.1pp | 61.98%-61.1pp | 6.52%-5.6pp |
| Employer contribution / active EE | $1,743 | $1,618+7.7% | $5,564-68.7% | $2,173-19.8% |
| Participant deferral / active EE | $2,786 | $2,589+7.6% | $4,895-43.1% | $3,597-22.5% |
| Admin fee / account holder | $7 | $43-83.5% | $11,611-99.9% | $56-87.4% |