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 | $32,417 |
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 | $111,260 | $111,608-0.3% | $177,821-37.4% | $73,409+51.6% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.7pp | 72.2%+27.2pp |
| Annual return | 19.84% | 18.23%+1.6pp | 48.32%-28.5pp | 59.29%-39.5pp |
| Employer contribution / active EE | $6,967 | $3,796+83.5% | $5,918+17.7% | $2,234+211.9% |
| Participant deferral / active EE | $5,775 | $6,199-6.8% | $7,714-25.1% | $3,805+51.7% |
| Admin fee / account holder | $32 | $166-80.6% | $12,427-99.7% | $158-79.6% |