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 | $2,039 |
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 | $138,559 | $89,652+54.6% | $141,162-1.8% | $65,185+112.6% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 26.25% | 32.79%-6.5pp | 71.39%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $2,337 | $3,065-23.7% | $4,735-50.6% | $2,177+7.4% |
| Participant deferral / active EE | $8,172 | $5,691+43.6% | $6,709+21.8% | $3,514+132.6% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |