Filed July 15, 2008 (most recent of 3 filings on file)
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 6-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 | $13,341 |
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 | $30,692 | $39,458-22.2% | $60,547-49.3% | $55,191-44.4% |
| Participation rate | 88.3% | 59.6%+28.7pp | 68.0%+20.3pp | 69.2%+19.1pp |
| Annual return | 0.82% | 3.35%-2.5pp | 335.64%-334.8pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,798 | $1,210+48.6% | $2,419-25.7% | $1,899-5.3% |
| Participant deferral / active EE | $3,359 | $2,140+56.9% | $3,328+0.9% | $3,046+10.3% |
| Admin fee / account holder | $22 | $95-77.2% | $4,536-99.5% | $91-76.1% |