Filed July 8, 2010 (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 | $55,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,824 | $62,543-18.7% | $83,333-39.0% | $55,725-8.8% |
| Participation rate | 95.6% | 78.4%+17.2pp | 77.8%+17.9pp | 70.9%+24.8pp |
| Annual return | -7.48% | 14.85%-22.3pp | 10.63%-18.1pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,749 | $2,427-27.9% | $3,379-48.2% | $2,078-15.8% |
| Participant deferral / active EE | $5,314 | $5,682-6.5% | $5,565-4.5% | $3,356+58.4% |
| Admin fee / account holder | $142 | $103+37.8% | $7,510-98.1% | $115+23.4% |