Filed January 1, 2012 (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 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 | $45,682 |
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 | $27,433 | $47,648-42.4% | $130,648-79.0% | $67,579-59.4% |
| Participation rate | 96.6% | 60.4%+36.1pp | 71.7%+24.8pp | 71.3%+25.3pp |
| Annual return | 21.55% | 25.73%-4.2pp | 1708.96%-1687.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,577 | $1,408+12.0% | $4,092-61.5% | $2,148-26.6% |
| Participant deferral / active EE | $1,561 | $2,616-40.3% | $3,603-56.7% | $3,539-55.9% |
| Admin fee / account holder | $57 | $105-45.5% | $5,464-99.0% | $142-59.8% |