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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $3,850 |
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 | $37,918 | $81,537-53.5% | $149,718-74.7% | $69,631-45.5% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.1%+9.4pp | 70.7%+25.8pp |
| Annual return | 18.61% | 22.79%-4.2pp | 1501.63%-1483.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,724 | $3,239-46.8% | $5,445-68.3% | $2,032-15.2% |
| Participant deferral / active EE | $2,301 | $4,994-53.9% | $6,569-65.0% | $3,224-28.6% |
| Admin fee / account holder | $13 | $107-87.8% | $11,283-99.9% | $110-88.2% |