Filed December 2, 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 | $106,207 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $70,918 |
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 | $47,338 | $79,519-40.5% | $95,952-50.7% | $73,409-35.5% |
| Participation rate | 91.7% | 81.2%+10.5pp | 77.1%+14.6pp | 72.2%+19.5pp |
| Annual return | 18.04% | 19.20%-1.2pp | 91.61%-73.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $2,541 | $2,048+24.1% | $2,5410% | $2,234+13.8% |
| Participant deferral / active EE | $5,202 | $4,138+25.7% | $4,167+24.8% | $3,805+36.7% |
| Admin fee / account holder | $174 | $184-5.5% | $6,795-97.4% | $158+10.3% |