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 | $7,225 |
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 | $125,454 | $73,404+70.9% | $87,100+44.0% | $67,579+85.6% |
| Participation rate | 97.0% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 23.33% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,046 | $2,014-48.1% | $2,521-58.5% | $2,148-51.3% |
| Participant deferral / active EE | $3,994 | $3,913+2.1% | $4,049-1.4% | $3,539+12.8% |
| Admin fee / account holder | $23 | $142-83.7% | $7,497-99.7% | $142-83.8% |