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 | $3,956 |
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 | $92,549 | $43,504+112.7% | $68,793+34.5% | $56,287+64.4% |
| Participation rate | 96.3% | 67.8%+28.4pp | 72.2%+24.0pp | 69.9%+26.4pp |
| Annual return | -6.27% | -3.15%-3.1pp | -4.63%-1.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $8,451 | $1,525+454.0% | $2,625+221.9% | $2,111+300.3% |
| Participant deferral / active EE | $7,091 | $2,509+182.6% | $3,311+114.2% | $3,350+111.7% |
| Admin fee / account holder | $35 | $515-93.1% | $5,131-99.3% | $521-93.2% |