Filed March 11, 2013 (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 | $3,269 |
Employer 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 | $36,844 | $68,413-46.1% | $123,104-70.1% | $55,191-33.2% |
| Participation rate | 82.8% | 84.5%-1.8pp | 86.8%-4.0pp | 69.2%+13.6pp |
| Annual return | 0.71% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,604 | $4,490-19.7% | $6,230-42.1% | $3,046+18.3% |
| Admin fee / account holder | $8 | $88-91.3% | $9,015-99.9% | $91-91.6% |