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 | $4,338 |
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 | $43,568 | $62,543-30.3% | $83,333-47.7% | $55,725-21.8% |
| Participation rate | 98.2% | 78.4%+19.8pp | 77.8%+20.4pp | 70.9%+27.3pp |
| Annual return | -4.05% | 14.85%-18.9pp | 10.63%-14.7pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,608 | $2,427+7.5% | $3,379-22.8% | $2,078+25.5% |
| Participant deferral / active EE | $4,794 | $5,682-15.6% | $5,565-13.9% | $3,356+42.9% |
| Admin fee / account holder | $9 | $103-91.3% | $7,510-99.9% | $115-92.2% |