Filed April 22, 2016 (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 | $3,188 |
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 | $46,660 | $89,739-48.0% | $149,718-68.8% | $62,292-25.1% |
| Participation rate | 92.5% | 85.1%+7.4pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 20.22% | 21.01%-0.8pp | 1501.63%-1481.4pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,018 | $3,233-37.6% | $5,445-62.9% | $2,042-1.2% |
| Participant deferral / active EE | $3,043 | $4,797-36.6% | $6,569-53.7% | $3,169-4.0% |
| Admin fee / account holder | $32 | $551-94.2% | $11,283-99.7% | $479-93.3% |