Filed September 13, 2008 (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 | $178,117 |
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 | $86,351 | $65,708+31.4% | $76,817+12.4% | $77,787+11.0% |
| Participation rate | 98.6% | 79.0%+19.7pp | 72.1%+26.6pp | 73.2%+25.4pp |
| Annual return | 25.34% | 49.86%-24.5pp | 1166.11%-1140.8pp | 32.57%-7.2pp |
| Employer contribution / active EE | $3,583 | $2,167+65.3% | $2,302+55.7% | $2,504+43.1% |
| Participant deferral / active EE | $5,176 | $3,254+59.1% | $3,336+55.2% | $3,967+30.5% |
| Admin fee / account holder | $119 | $91+31.5% | $6,420-98.1% | $100+19.3% |