Filed July 29, 2015
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 | -$8,763 |
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 | $182,680 | $60,165+203.6% | $74,183+146.3% | $55,167+231.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.61% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $5,014 | $1,600+213.4% | $2,370+111.5% | $1,963+155.5% |
| Participant deferral / active EE | $7,374 | $2,973+148.1% | $3,550+107.7% | $3,054+141.4% |
| Admin fee / account holder | -$53 | $419-112.7% | $5,586-101.0% | $504-110.6% |