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 | $275 |
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 | $142,978 | $64,909+120.3% | $82,313+73.7% | $62,292+129.5% |
| Participation rate | 77.3% | 74.9%+2.4pp | 76.9%+0.4pp | 69.5%+7.8pp |
| Annual return | 22.52% | 21.18%+1.3pp | 25.88%-3.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $11,479 | $3,103+269.9% | $3,706+209.7% | $3,169+262.2% |
| Admin fee / account holder | $2 | $440-99.4% | $5,608-100.0% | $479-99.5% |