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 | $531 |
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 | $68,702 | $75,183-8.6% | $123,892-44.5% | $55,167+24.5% |
| Participation rate | 81.2% | 72.8%+8.3pp | 81.4%-0.2pp | 69.0%+12.2pp |
| Annual return | 8.26% | 19.01%-10.7pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,464 | $2,823+129.0% | $4,617+40.0% | $1,963+229.4% |
| Participant deferral / active EE | $6,481 | $5,084+27.5% | $5,984+8.3% | $3,054+112.2% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.5% |