Filed December 5, 2013
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 | $8,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,471 | $73,404-58.5% | $87,100-65.0% | $67,579-54.9% |
| Participation rate | 72.4% | 80.9%-8.4pp | 76.9%-4.4pp | 71.3%+1.2pp |
| Annual return | 19.86% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.7pp |
| Employer contribution / active EE | $908 | $2,014-54.9% | $2,521-64.0% | $2,148-57.7% |
| Participant deferral / active EE | $1,361 | $3,913-65.2% | $4,049-66.4% | $3,539-61.5% |
| Admin fee / account holder | $18 | $142-87.5% | $7,497-99.8% | $142-87.6% |