Filed December 2, 2011
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 | $850 |
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 | $63,195 | $50,898+24.2% | $171,082-63.1% | $55,167+14.6% |
| Participation rate | 97.2% | 63.3%+33.9pp | 76.7%+20.5pp | 69.0%+28.2pp |
| Annual return | 6.74% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,862 | $1,433+29.9% | $4,002-53.5% | $1,963-5.1% |
| Participant deferral / active EE | $4,920 | $2,994+64.3% | $4,797+2.6% | $3,054+61.1% |
| Admin fee / account holder | $4 | $500-99.1% | $8,520-100.0% | $504-99.2% |