Filed March 22, 2007 (most recent of 3 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 | $12,522 |
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 | $125,591 | $65,118+92.9% | $76,768+63.6% | $55,725+125.4% |
| Participation rate | 97.5% | 79.6%+17.9pp | 77.0%+20.5pp | 70.9%+26.6pp |
| Annual return | -5.94% | -1.27%-4.7pp | 2.43%-8.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $6,587 | $1,941+239.4% | $2,485+165.1% | $2,078+217.0% |
| Participant deferral / active EE | $8,554 | $3,688+131.9% | $3,852+122.1% | $3,356+154.9% |
| Admin fee / account holder | $20 | $116-82.4% | $6,675-99.7% | $115-82.3% |