Filed May 12, 2015 (most recent of 3 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 | -$3,029 |
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 | $187,236 | $92,897+101.6% | $90,782+106.2% | $56,287+232.6% |
| Participation rate | 93.8% | 80.7%+13.1pp | 82.7%+11.1pp | 69.9%+23.9pp |
| Annual return | -3.38% | -2.59%-0.8pp | -3.42%0pp | -9.96%+6.6pp |
| Employer contribution / active EE | $3,921 | $3,871+1.3% | $4,105-4.5% | $2,111+85.8% |
| Participant deferral / active EE | $9,981 | $5,551+79.8% | $5,366+86.0% | $3,350+198.0% |
| Admin fee / account holder | -$21 | $440-104.7% | $5,908-100.4% | $521-104.0% |