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 | $1,556 |
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 | $195,700 | $136,307+43.6% | $177,821+10.1% | $73,488+166.3% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.7pp |
| Annual return | 27.98% | 18.68%+9.3pp | 48.32%-20.3pp | 28.51%-0.5pp |
| Employer contribution / active EE | $3,228 | $3,712-13.0% | $5,918-45.5% | $2,270+42.2% |
| Participant deferral / active EE | $11,972 | $5,829+105.4% | $7,714+55.2% | $3,740+220.1% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.3% |