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 | $26,743 |
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 | $160,397 | $57,976+176.7% | $62,995+154.6% | $62,292+157.5% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 17.79% | 17.54%+0.2pp | 87.57%-69.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $9,360 | $2,415+287.6% | $2,759+239.3% | $2,042+358.3% |
| Participant deferral / active EE | $9,916 | $2,956+235.5% | $3,329+197.8% | $3,169+212.9% |
| Admin fee / account holder | $104 | $276-62.4% | $3,600-97.1% | $479-78.4% |