Filed April 9, 2008
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 | $20,084 |
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 | $139,763 | $52,467+166.4% | $57,179+144.4% | $55,167+153.3% |
| Participation rate | 98.5% | 75.8%+22.6pp | 75.3%+23.1pp | 69.0%+29.5pp |
| Annual return | 9.60% | 7.72%+1.9pp | 14.59%-5.0pp | 169.23%-159.6pp |
| Employer contribution / active EE | $9,552 | $2,477+285.6% | $2,682+256.1% | $1,963+386.7% |
| Participant deferral / active EE | $9,749 | $2,830+244.5% | $3,096+214.9% | $3,054+219.2% |
| Admin fee / account holder | $84 | $269-68.8% | $3,139-97.3% | $504-83.3% |