Filed April 5, 2016 (most recent of 3 filings on file)
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 | $133,800 |
Service code 10 · EIN 41-1567437 | Accounting | $38,951 |
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 | $43,161 | $43,110+0.1% | $156,549-72.4% | $65,292-33.9% |
| Participation rate | 91.8% | 69.3%+22.5pp | 84.0%+7.8pp | 72.4%+19.4pp |
| Annual return | 8.80% | 11.24%-2.4pp | 32.23%-23.4pp | 11.84%-3.0pp |
| Employer contribution / active EE | $631 | $1,702-62.9% | $5,501-88.5% | $2,302-72.6% |
| Participant deferral / active EE | $3,406 | $2,520+35.2% | $4,871-30.1% | $3,579-4.8% |
| Admin fee / account holder | $16 | $47-66.7% | $13,027-99.9% | $57-72.6% |