Filed March 6, 2012
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 | $2,297 |
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 | $101,378 | $70,002+44.8% | $115,037-11.9% | $52,331+93.7% |
| Participation rate | 96.8% | 72.1%+24.7pp | 81.4%+15.5pp | 68.1%+28.7pp |
| Annual return | 0.26% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,876 | $2,715-30.9% | $4,608-59.3% | $1,882-0.3% |
| Participant deferral / active EE | $5,945 | $4,920+20.8% | $6,026-1.4% | $3,022+96.7% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |