Filed February 22, 2013
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 | $1,556 |
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 | $83,717 | $60,165+39.1% | $74,183+12.9% | $55,167+51.8% |
| Participation rate | 92.2% | 74.2%+18.0pp | 76.6%+15.5pp | 69.0%+23.2pp |
| Annual return | 15.60% | 10.00%+5.6pp | 17.74%-2.1pp | 169.23%-153.6pp |
| Employer contribution / active EE | $7,340 | $1,600+358.8% | $2,370+209.7% | $1,963+274.0% |
| Participant deferral / active EE | $13,292 | $2,973+347.2% | $3,550+274.5% | $3,054+335.2% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.2% |