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 | $1,050 |
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 | $71,259 | $52,639+35.4% | $185,117-61.5% | $62,292+14.4% |
| Participation rate | 97.3% | 63.9%+33.5pp | 77.3%+20.1pp | 69.5%+27.8pp |
| Annual return | 21.32% | 19.57%+1.7pp | 40.50%-19.2pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,994 | $1,483+34.5% | $4,182-52.3% | $2,042-2.4% |
| Participant deferral / active EE | $5,369 | $3,097+73.4% | $5,045+6.4% | $3,169+69.4% |
| Admin fee / account holder | $5 | $374-98.7% | $8,159-99.9% | $479-99.0% |