Filed June 8, 2009 (most recent of 2 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 | $5,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,591 | $63,299+131.6% | $91,001+61.1% | $62,292+135.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 20.10% | 20.99%-0.9pp | 4.60%+15.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $2 | $1,807-99.9% | $2,456-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $7,475 | $2,943+154.0% | $3,547+110.7% | $3,169+135.9% |
| Admin fee / account holder | $28 | $468-94.0% | $5,417-99.5% | $479-94.2% |