Filed July 25, 2013
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 | $100 |
Employer 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 | $121,164 | $60,165+101.4% | $74,183+63.3% | $55,167+119.6% |
| Participation rate | 75.6% | 74.2%+1.4pp | 76.6%-1.1pp | 69.0%+6.6pp |
| Annual return | 12.51% | 10.00%+2.5pp | 17.74%-5.2pp | 169.23%-156.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $11,522 | $2,973+287.6% | $3,550+224.6% | $3,054+277.3% |
| Admin fee / account holder | $2 | $419-99.5% | $5,586-100.0% | $504-99.6% |