Filed November 22, 2010
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 | $7,085 |
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 | $45,073 | $73,102-38.3% | $123,544-63.5% | $56,287-19.9% |
| Participation rate | 75.2% | 74.3%+0.9pp | 82.3%-7.1pp | 69.9%+5.3pp |
| Annual return | -2.84% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,462 | $5,423+56.0% | $6,426+31.7% | $3,350+152.6% |
| Admin fee / account holder | $60 | $554-89.2% | $9,284-99.4% | $521-88.5% |