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 | $2,425 |
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 | $55,518 | $98,982-43.9% | $162,163-65.8% | $65,185-14.8% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.8pp | 70.2%+29.1pp |
| Annual return | 20.50% | 24.84%-4.3pp | 115.59%-95.1pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,743 | $3,467-49.7% | $5,614-68.9% | $2,177-19.9% |
| Participant deferral / active EE | $2,958 | $5,384-45.1% | $7,298-59.5% | $3,514-15.8% |
| Admin fee / account holder | $15 | $596-97.5% | $10,843-99.9% | $847-98.3% |