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 | -$153,524 |
Form 5500 reported that benefits due were not provided when due.
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 | $98,121 | $92,153+6.5% | $76,817+27.7% | $82,204+19.4% |
| Participation rate | 81.7% | 79.4%+2.3pp | 72.1%+9.6pp | 73.4%+8.3pp |
| Annual return | 26.23% | 21.12%+5.1pp | 1166.11%-1139.9pp | 26.31%-0.1pp |
| Employer contribution / active EE | $3,811 | $3,043+25.3% | $2,302+65.6% | $2,707+40.8% |
| Participant deferral / active EE | $4,128 | $4,304-4.1% | $3,336+23.7% | $4,246-2.8% |
| Admin fee / account holder | $10 | $70-85.8% | $6,420-99.8% | $76-86.8% |