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 | $5,006 |
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 | $56,615 | $78,781-28.1% | $100,516-43.7% | $73,409-22.9% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.4%+17.8pp | 72.2%+25.1pp |
| Annual return | 15.72% | 31.69%-16.0pp | 30.89%-15.2pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,873 | $2,420+18.7% | $3,418-15.9% | $2,234+28.6% |
| Participant deferral / active EE | $5,582 | $6,537-14.6% | $6,270-11.0% | $3,805+46.7% |
| Admin fee / account holder | $9 | $145-93.7% | $8,081-99.9% | $158-94.2% |