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 | $756 |
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 | $72,100 | $89,652-19.6% | $141,162-48.9% | $65,185+10.6% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.2pp | 70.2%+22.4pp |
| Annual return | 24.53% | 32.79%-8.3pp | 71.39%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $5,202 | $3,065+69.7% | $4,735+9.9% | $2,177+139.0% |
| Participant deferral / active EE | $5,664 | $5,691-0.5% | $6,709-15.6% | $3,514+61.2% |
| Admin fee / account holder | $2 | $569-99.6% | $10,261-100.0% | $847-99.7% |