Filed January 24, 2011 (most recent of 2 filings on file)
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 | $26,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,804 | $37,117-46.6% | $147,614-86.6% | $55,191-64.1% |
| Participation rate | 85.1% | 63.6%+21.5pp | 84.6%+0.5pp | 69.2%+16.0pp |
| Annual return | -0.29% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,011 | $1,985+1.3% | $4,895-58.9% | $3,046-34.0% |
| Admin fee / account holder | $30 | $86-64.9% | $11,611-99.7% | $91-66.9% |