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 | $35,278 |
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 | $146,146 | $90,410+61.6% | $91,001+60.6% | $77,958+87.5% |
| Participation rate | 94.1% | 86.4%+7.7pp | 75.6%+18.5pp | 71.6%+22.5pp |
| Annual return | 162.40% | 21.34%+141.1pp | 4.60%+157.8pp | 20.87%+141.5pp |
| Employer contribution / active EE | $4,543 | $3,392+34.0% | $2,456+85.0% | $2,310+96.6% |
| Participant deferral / active EE | $6,947 | $4,816+44.3% | $3,547+95.8% | $3,537+96.4% |
| Admin fee / account holder | $15 | $79-80.5% | $5,417-99.7% | $97-84.2% |