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 | $30,659 |
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 | $65,950 | $71,192-7.4% | $117,854-44.0% | $62,292+5.9% |
| Participation rate | 74.3% | 74.2%0pp | 79.7%-5.4pp | 69.5%+4.7pp |
| Annual return | 16.91% | 18.66%-1.7pp | 335.08%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,659 | $1,934-14.2% | $3,786-56.2% | $2,042-18.8% |
| Participant deferral / active EE | $2,434 | $3,189-23.7% | $4,482-45.7% | $3,169-23.2% |
| Admin fee / account holder | $4 | $587-99.4% | $8,020-100.0% | $479-99.3% |