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 | $669 |
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 | $74,491 | $73,102+1.9% | $123,544-39.7% | $56,287+32.3% |
| Participation rate | 82.5% | 74.3%+8.2pp | 82.3%+0.2pp | 69.9%+12.7pp |
| Annual return | -4.98% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $5,768 | $2,977+93.8% | $4,628+24.6% | $2,111+173.3% |
| Participant deferral / active EE | $5,882 | $5,423+8.5% | $6,426-8.5% | $3,350+75.6% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.4% |