Filed April 11, 2011 (most recent of 2 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 | -$70,213 |
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 | $88,926 | $94,339-5.7% | $75,670+17.5% | $177,276-49.8% |
| Participation rate | 89.1% | 80.3%+8.8pp | 72.3%+16.8pp | 74.8%+14.3pp |
| Annual return | 18.33% | 18.58%-0.3pp | 27.34%-9.0pp | 21.25%-2.9pp |
| Employer contribution / active EE | $3,560 | $2,982+19.4% | $2,352+51.4% | $2,479+43.6% |
| Participant deferral / active EE | $3,971 | $3,974-0.1% | $3,142+26.4% | $3,881+2.3% |
| Admin fee / account holder | $9 | $53-83.3% | $5,800-99.8% | $154-94.3% |