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 | $2,151 |
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 | $79,217 | $80,753-1.9% | $136,294-41.9% | $62,292+27.2% |
| Participation rate | 75.9% | 73.5%+2.4pp | 81.9%-6.0pp | 69.5%+6.4pp |
| Annual return | 18.83% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $5,792 | $2,884+100.9% | $4,695+23.4% | $2,042+183.6% |
| Participant deferral / active EE | $5,388 | $5,164+4.3% | $6,247-13.7% | $3,169+70.0% |
| Admin fee / account holder | $10 | $525-98.1% | $9,243-99.9% | $479-97.9% |