Filed July 25, 2018 (most recent of 2 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 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 | $5,582 |
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 | $86,597 | $50,464+71.6% | $75,781+14.3% | $52,331+65.5% |
| Participation rate | 95.5% | 66.8%+28.7pp | 75.8%+19.7pp | 68.1%+27.4pp |
| Annual return | 1.53% | 1.03%+0.5pp | 9.68%-8.1pp | 4.54%-3.0pp |
| Employer contribution / active EE | $3,057 | $1,988+53.7% | $3,323-8.0% | $1,882+62.5% |
| Participant deferral / active EE | $7,205 | $2,570+180.3% | $3,651+97.3% | $3,022+138.4% |
| Admin fee / account holder | $20 | $1,103-98.1% | $5,299-99.6% | $592-96.5% |