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 | $14,111 |
Annual investment return 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 | $146,885 | $99,957+46.9% | $149,696-1.9% | $73,488+99.9% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 12.40% | 53.87%-41.5pp | 276.60%-264.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,855 | $3,191-41.9% | $4,644-60.1% | $2,270-18.3% |
| Participant deferral / active EE | $9,958 | $6,073+64.0% | $6,842+45.6% | $3,740+166.3% |
| Admin fee / account holder | $68 | $551-87.7% | $9,309-99.3% | $513-86.8% |