Filed September 26, 2011
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 27 · EIN 11-3663563 | Advisory (Plan) | $33,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,593 |
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 | $64,331 | $79,523-19.1% | $140,016-54.1% | $56,287+14.3% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+11.9pp | 69.9%+29.6pp |
| Annual return | -5.19% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,194 | $3,350-4.6% | $5,606-43.0% | $2,111+51.3% |
| Participant deferral / active EE | $3,623 | $5,129-29.4% | $6,927-47.7% | $3,350+8.1% |
| Admin fee / account holder | $264 | $614-57.1% | $10,705-97.5% | $521-49.4% |