Filed September 26, 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 | $2,081 |
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 | $36,516 | $59,186-38.3% | $76,768-52.4% | $56,287-35.1% |
| Participation rate | 87.8% | 75.2%+12.6pp | 77.0%+10.8pp | 69.9%+17.9pp |
| Annual return | -5.90% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $647 | $1,759-63.2% | $2,485-74.0% | $2,111-69.4% |
| Participant deferral / active EE | $2,769 | $3,255-14.9% | $3,852-28.1% | $3,350-17.3% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |