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 | $2,106 |
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 | $129,565 | $89,739+44.4% | $149,718-13.5% | $62,292+108.0% |
| Participation rate | 96.9% | 85.1%+11.8pp | 87.1%+9.8pp | 69.5%+27.4pp |
| Annual return | 22.57% | 21.01%+1.6pp | 1501.63%-1479.1pp | 28.90%-6.3pp |
| Employer contribution / active EE | $3,885 | $3,233+20.2% | $5,445-28.7% | $2,042+90.2% |
| Participant deferral / active EE | $13,982 | $4,797+191.5% | $6,569+112.9% | $3,169+341.2% |
| Admin fee / account holder | $11 | $551-98.0% | $11,283-99.9% | $479-97.7% |