Filed June 28, 2015 (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 | $2,847 |
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 | $69,091 | $38,925+77.5% | $73,843-6.4% | $55,191+25.2% |
| Participation rate | 98.8% | 66.0%+32.7pp | 73.4%+25.3pp | 69.2%+29.6pp |
| Annual return | -0.56% | 6.31%-6.9pp | 2267.84%-2268.4pp | 10.78%-11.3pp |
| Employer contribution / active EE | $6,968 | $1,695+311.1% | $2,787+150.0% | $1,899+267.0% |
| Participant deferral / active EE | $5,349 | $2,351+127.6% | $3,583+49.3% | $3,046+75.6% |
| Admin fee / account holder | $3 | $83-95.9% | $4,880-99.9% | $91-96.2% |