Filed January 2, 2014 (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 | $7,180 |
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 | $156,937 | $66,813+134.9% | $100,516+56.1% | $73,488+113.6% |
| Participation rate | 99.4% | 77.5%+22.0pp | 79.4%+20.0pp | 70.7%+28.8pp |
| Annual return | 17.67% | 25.70%-8.0pp | 30.89%-13.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,847 | $2,147+32.6% | $3,418-16.7% | $2,270+25.4% |
| Participant deferral / active EE | $8,244 | $5,883+40.1% | $6,270+31.5% | $3,740+120.4% |
| Admin fee / account holder | $39 | $512-92.3% | $8,081-99.5% | $513-92.4% |