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 | $1,782 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,551 | $78,422-58.5% | $95,952-66.1% | $79,858-59.2% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 18.11% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | -$102 | $1,945-105.3% | $2,541-104.0% | $2,471-104.1% |
| Participant deferral / active EE | $2,846 | $3,440-17.3% | $4,167-31.7% | $3,740-23.9% |
| Admin fee / account holder | $14 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |