Filed September 4, 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 | $2,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,303 | $59,186-60.6% | $76,768-69.6% | $56,287-58.6% |
| Participation rate | 92.8% | 75.2%+17.6pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -5.59% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $464 | $1,759-73.6% | $2,485-81.3% | $2,111-78.0% |
| Participant deferral / active EE | $2,641 | $3,255-18.9% | $3,852-31.4% | $3,350-21.2% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |