Filed September 23, 2008
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 | $2,508 |
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 | $77,874 | $43,550+78.8% | $63,517+22.6% | $52,331+48.8% |
| Participation rate | 94.4% | 65.7%+28.7pp | 71.0%+23.4pp | 68.1%+26.3pp |
| Annual return | -1.55% | 2.03%-3.6pp | -70.30%+68.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $7,427 | $1,351+449.7% | $2,322+219.9% | $1,882+294.7% |
| Participant deferral / active EE | $6,090 | $2,254+170.2% | $2,953+106.2% | $3,022+101.5% |
| Admin fee / account holder | $20 | $387-94.8% | $5,892-99.7% | $592-96.6% |