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 | $1,506 |
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 | $56,367 | $136,307-58.6% | $177,821-68.3% | $73,488-23.3% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 13.81% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,430 | $3,712-34.6% | $5,918-58.9% | $2,270+7.0% |
| Participant deferral / active EE | $3,009 | $5,829-48.4% | $7,714-61.0% | $3,740-19.5% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.3% |