Filed June 8, 2009
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 | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,489 | $77,813+278.5% | $123,544+138.4% | $64,186+358.8% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -38.61% | 12.48%-51.1pp | 119.20%-157.8pp | 7.63%-46.2pp |
| Employer contribution / active EE | $5,290 | $3,014+75.5% | $4,628+14.3% | $2,381+122.2% |
| Participant deferral / active EE | $14,382 | $5,240+174.5% | $6,426+123.8% | $3,470+314.5% |
| Admin fee / account holder | $139 | $5,519-97.5% | $9,284-98.5% | $4,888-97.1% |