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 | $3,456 |
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 | $64,926 | $136,307-52.4% | $177,821-63.5% | $73,488-11.7% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.7%+6.8pp | 70.7%+23.9pp |
| Annual return | 20.21% | 18.68%+1.5pp | 48.32%-28.1pp | 28.51%-8.3pp |
| Employer contribution / active EE | $3,067 | $3,712-17.4% | $5,918-48.2% | $2,270+35.1% |
| Participant deferral / active EE | $4,705 | $5,829-19.3% | $7,714-39.0% | $3,740+25.8% |
| Admin fee / account holder | $38 | $596-93.6% | $12,427-99.7% | $513-92.5% |