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 | $33,869 |
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 | $102,724 | $88,515+16.1% | $162,163-36.7% | $67,579+52.0% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 25.14% | 27.04%-1.9pp | 115.59%-90.5pp | 378.56%-353.4pp |
| Employer contribution / active EE | $6,522 | $3,563+83.1% | $5,614+16.2% | $2,148+203.7% |
| Participant deferral / active EE | $5,281 | $5,724-7.7% | $7,298-27.6% | $3,539+49.2% |
| Admin fee / account holder | $37 | $124-70.3% | $10,843-99.7% | $142-74.2% |