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 | $4,003 |
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 | $106,078 | $50,385+110.5% | $75,670+40.2% | $62,292+70.3% |
| Participation rate | 96.3% | 67.7%+28.5pp | 72.3%+23.9pp | 69.5%+26.7pp |
| Annual return | 18.42% | 19.90%-1.5pp | 27.34%-8.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $8,681 | $1,537+464.7% | $2,352+269.1% | $2,042+325.1% |
| Participant deferral / active EE | $6,747 | $2,445+175.9% | $3,142+114.7% | $3,169+112.9% |
| Admin fee / account holder | $33 | $384-91.5% | $5,800-99.4% | $479-93.2% |