Filed November 14, 2008 (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 | $2,944 |
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 | $107,259 | $63,905+67.8% | $74,183+44.6% | $57,658+86.0% |
| Participation rate | 98.1% | 79.8%+18.3pp | 76.6%+21.5pp | 70.2%+27.9pp |
| Annual return | 7.68% | 60.60%-52.9pp | 17.74%-10.1pp | 5.13%+2.6pp |
| Employer contribution / active EE | $946 | $1,840-48.6% | $2,370-60.1% | $1,974-52.1% |
| Participant deferral / active EE | $3,565 | $3,448+3.4% | $3,550+0.4% | $3,061+16.5% |
| Admin fee / account holder | $6 | $91-93.4% | $5,586-99.9% | $95-93.6% |