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 | $1,913 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $123,725 | $79,523+55.6% | $140,016-11.6% | $56,287+119.8% |
| Participation rate | 94.5% | 85.7%+8.8pp | 87.5%+7.0pp | 69.9%+24.7pp |
| Annual return | -4.49% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,490 | $3,350+4.2% | $5,606-37.7% | $2,111+65.3% |
| Participant deferral / active EE | $12,606 | $5,129+145.8% | $6,927+82.0% | $3,350+276.3% |
| Admin fee / account holder | $11 | $614-98.3% | $10,705-99.9% | $521-98.0% |