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 | -$2,950 |
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 | $236,528 | $103,685+128.1% | $105,387+124.4% | $65,185+262.9% |
| Participation rate | 94.5% | 83.2%+11.3pp | 82.6%+11.9pp | 70.2%+24.3pp |
| Annual return | 25.16% | 23.88%+1.3pp | 26.82%-1.7pp | 29.38%-4.2pp |
| Employer contribution / active EE | $3,892 | $3,842+1.3% | $4,213-7.6% | $2,177+78.8% |
| Participant deferral / active EE | $9,967 | $5,634+76.9% | $5,502+81.2% | $3,514+183.7% |
| Admin fee / account holder | -$18 | $399-104.5% | $6,559-100.3% | $847-102.1% |