Filed February 25, 2011 (most recent of 5 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 CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $142,429 |
BENEFIT FUNDING SERVICES GROUP2+ years Service code 16 · EIN 20-8532658 | Consulting | $50,000 |
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 | $22,425 | $48,835-54.1% | $170,442-86.8% | $177,276-87.3% |
| Participation rate | 95.5% | 72.1%+23.4pp | 83.6%+11.9pp | 74.8%+20.6pp |
| Annual return | 20.43% | 19.44%+1.0pp | 205.93%-185.5pp | 21.25%-0.8pp |
| Employer contribution / active EE | $3,191 | $1,798+77.5% | $5,433-41.3% | $2,479+28.7% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $22 | $52-57.1% | $13,880-99.8% | $154-85.5% |