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 | $1,860 |
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 | $119,175 | $73,102+63.0% | $123,544-3.5% | $56,287+111.7% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.2pp |
| Annual return | -5.04% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,003 | $2,977-32.7% | $4,628-56.7% | $2,111-5.1% |
| Participant deferral / active EE | $7,199 | $5,423+32.8% | $6,426+12.0% | $3,350+114.9% |
| Admin fee / account holder | $17 | $554-97.0% | $9,284-99.8% | $521-96.8% |