Filed September 22, 2010 (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 | $13,491 |
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 | $81,052 | $50,643+60.0% | $106,619-24.0% | $55,167+46.9% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.0%+15.8pp | 69.0%+24.8pp |
| Annual return | 6.67% | 7.02%-0.4pp | 9.42%-2.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $10,574 | $1,626+550.4% | $3,947+167.9% | $1,963+438.8% |
| Participant deferral / active EE | $2,534 | $2,208+14.8% | $3,930-35.5% | $3,054-17.0% |
| Admin fee / account holder | $46 | $488-90.6% | $6,418-99.3% | $504-90.9% |