Filed June 8, 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 | $681 |
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 | $61,052 | $70,002-12.8% | $115,037-46.9% | $52,331+16.7% |
| Participation rate | 85.7% | 72.1%+13.6pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 0.33% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $9,031 | $2,715+232.6% | $4,608+96.0% | $1,882+379.9% |
| Participant deferral / active EE | $5,846 | $4,920+18.8% | $6,026-3.0% | $3,022+93.4% |
| Admin fee / account holder | $3 | $566-99.4% | $8,175-100.0% | $592-99.4% |