Filed July 28, 2010
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 55 · EIN 35-2552359 | Other Commissions | $30,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,125 |
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 | $31,688 | $48,064-34.1% | $78,778-59.8% | $69,631-54.5% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.2%+17.5pp | 70.7%+16.0pp |
| Annual return | 19.16% | 21.81%-2.7pp | 35.62%-16.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $722 | $744-2.9% | $1,986-63.6% | $2,032-64.5% |
| Participant deferral / active EE | $2,351 | $2,079+13.1% | $2,958-20.5% | $3,224-27.1% |
| Admin fee / account holder | $9 | $152-94.0% | $5,134-99.8% | $110-91.8% |