Filed April 8, 2014
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 | $15,150 |
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 | $32,433 | $57,921-44.0% | $84,750-61.7% | $57,658-43.7% |
| Participation rate | 88.2% | 72.9%+15.2pp | 76.6%+11.6pp | 70.2%+18.0pp |
| Annual return | 8.62% | 10.24%-1.6pp | 22.78%-14.2pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,252 | $2,598-51.8% | $3,574-65.0% | $1,974-36.6% |
| Participant deferral / active EE | $4,578 | $2,742+67.0% | $3,712+23.3% | $3,061+49.6% |
| Admin fee / account holder | $16 | $130-87.3% | $5,332-99.7% | $95-82.6% |