Filed August 3, 2012 (most recent of 3 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 | $17,924 |
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 | $109,305 | $62,324+75.4% | $68,509+59.5% | $55,191+98.0% |
| Participation rate | 89.0% | 78.9%+10.1pp | 74.7%+14.3pp | 69.2%+19.9pp |
| Annual return | 1.17% | 4.26%-3.1pp | 8.27%-7.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,077 | $2,223-6.6% | $2,278-8.8% | $1,899+9.4% |
| Participant deferral / active EE | $6,368 | $3,425+85.9% | $3,382+88.3% | $3,046+109.0% |
| Admin fee / account holder | $15 | $91-83.6% | $5,275-99.7% | $91-83.5% |