Filed January 11, 2012 (most recent of 5 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 | $2,681 |
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 | $48,575 | $79,523-38.9% | $140,016-65.3% | $56,287-13.7% |
| Participation rate | 98.6% | 85.7%+12.9pp | 87.5%+11.1pp | 69.9%+28.7pp |
| Annual return | -5.93% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,904 | $3,350-43.2% | $5,606-66.0% | $2,111-9.8% |
| Participant deferral / active EE | $2,937 | $5,129-42.7% | $6,927-57.6% | $3,350-12.3% |
| Admin fee / account holder | $28 | $614-95.5% | $10,705-99.7% | $521-94.7% |