Filed June 8, 2009
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 35-0145825 | Loan Processing | $27,040 |
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 | $136,963 | $136,307+0.5% | $177,821-23.0% | $73,488+86.4% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 16.37% | 18.68%-2.3pp | 48.32%-32.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $3,320 | $3,712-10.6% | $5,918-43.9% | $2,270+46.2% |
| Participant deferral / active EE | $6,477 | $5,829+11.1% | $7,714-16.0% | $3,740+73.2% |
| Admin fee / account holder | $4 | $596-99.3% | $12,427-100.0% | $513-99.2% |