Filed January 9, 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 |
|---|---|---|
FIIOC1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,573 |
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 | $84,738 | $71,957+17.8% | $67,652+25.3% | $59,188+43.2% |
| Participation rate | 95.2% | 82.7%+12.5pp | 75.7%+19.5pp | 69.4%+25.8pp |
| Annual return | 0.80% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $5,771 | $2,432+137.3% | $2,266+154.7% | $2,098+175.1% |
| Participant deferral / active EE | $4,507 | $4,211+7.0% | $3,560+26.6% | $3,265+38.0% |
| Admin fee / account holder | $20 | $64-68.9% | $4,821-99.6% | $92-78.3% |