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 | -$4,200 |
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 | $224,909 | $64,909+246.5% | $82,313+173.2% | $62,292+261.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.90% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $5,144 | $1,676+206.9% | $2,428+111.8% | $2,042+151.9% |
| Participant deferral / active EE | $7,465 | $3,103+140.6% | $3,706+101.4% | $3,169+135.6% |
| Admin fee / account holder | -$27 | $440-106.0% | $5,608-100.5% | $479-105.5% |