Filed October 18, 2019
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 35-0145825 | Loan Processing | $28,236 |
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 | $58,427 | $63,924-8.6% | $108,579-46.2% | $55,167+5.9% |
| Participation rate | 90.2% | 74.3%+15.8pp | 79.6%+10.6pp | 69.0%+21.2pp |
| Annual return | 7.70% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,048 | $1,879+9.0% | $3,758-45.5% | $1,963+4.4% |
| Participant deferral / active EE | $2,914 | $3,067-5.0% | $4,311-32.4% | $3,054-4.6% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.1% |