Filed July 10, 2008 (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 | $1,369 |
Participant contribution per participant 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 | $32,686 | $74,089-55.9% | $133,980-75.6% | $55,167-40.8% |
| Participation rate | 91.5% | 84.3%+7.2pp | 87.1%+4.4pp | 69.0%+22.5pp |
| Annual return | 9.66% | 12.11%-2.4pp | 29.30%-19.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,341 | $3,064-56.2% | $5,211-74.3% | $1,963-31.7% |
| Participant deferral / active EE | $1,939 | $4,678-58.5% | $6,282-69.1% | $3,054-36.5% |
| Admin fee / account holder | $78 | $458-82.9% | $9,324-99.2% | $504-84.5% |