Filed January 22, 2009 (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 | $3,569 |
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 | $32,554 | $55,182-41.0% | $73,307-55.6% | $55,191-41.0% |
| Participation rate | 94.3% | 73.9%+20.3pp | 74.9%+19.4pp | 69.2%+25.1pp |
| Annual return | 0.06% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,079 | $1,935+7.5% | $3,237-35.8% | $1,899+9.5% |
| Participant deferral / active EE | $3,409 | $4,641-26.5% | $4,991-31.7% | $3,046+11.9% |
| Admin fee / account holder | $9 | $68-87.4% | $5,637-99.8% | $91-90.5% |