Filed December 28, 2011
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 | $2,244 |
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 | $95,489 | $74,089+28.9% | $133,980-28.7% | $55,167+73.1% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.1%+10.3pp | 69.0%+28.4pp |
| Annual return | 8.45% | 12.11%-3.7pp | 29.30%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $3,750 | $3,064+22.4% | $5,211-28.0% | $1,963+91.1% |
| Participant deferral / active EE | $11,708 | $4,678+150.3% | $6,282+86.4% | $3,054+283.4% |
| Admin fee / account holder | $11 | $458-97.6% | $9,324-99.9% | $504-97.8% |