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 | $5,438 |
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 | $112,838 | $65,118+73.3% | $76,768+47.0% | $55,725+102.5% |
| Participation rate | 97.6% | 79.6%+18.0pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -5.02% | -1.27%-3.8pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,045 | $1,941-46.2% | $2,485-58.0% | $2,078-49.7% |
| Participant deferral / active EE | $3,948 | $3,688+7.0% | $3,852+2.5% | $3,356+17.6% |
| Admin fee / account holder | $18 | $116-84.8% | $6,675-99.7% | $115-84.7% |