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 | -$5,493 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,906 | $118,971+137.8% | $112,977+150.4% | $73,488+285.0% |
| Participation rate | 94.2% | 83.3%+10.9pp | 82.6%+11.7pp | 70.7%+23.6pp |
| Annual return | 24.20% | 17.79%+6.4pp | 24.24%0pp | 28.51%-4.3pp |
| Employer contribution / active EE | $4,370 | $4,091+6.8% | $4,255+2.7% | $2,270+92.5% |
| Participant deferral / active EE | $10,362 | $6,133+69.0% | $5,836+77.6% | $3,740+177.1% |
| Admin fee / account holder | -$22 | $573-103.8% | $6,294-100.3% | $513-104.2% |