Filed April 23, 2008 (most recent of 5 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 | $17,893 |
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 | $83,556 | $80,005+4.4% | $140,016-40.3% | $55,725+49.9% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.7pp |
| Annual return | -5.05% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $6,059 | $3,403+78.1% | $5,606+8.1% | $2,078+191.6% |
| Participant deferral / active EE | $4,831 | $5,264-8.2% | $6,927-30.3% | $3,356+44.0% |
| Admin fee / account holder | $21 | $116-81.8% | $10,705-99.8% | $115-81.7% |