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 | -$3,280 |
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 | $102,329 | $59,328+72.5% | $118,925-14.0% | $73,488+39.2% |
| Participation rate | 78.7% | 62.3%+16.4pp | 75.4%+3.3pp | 70.7%+8.0pp |
| Annual return | 15.13% | 19.13%-4.0pp | 35.88%-20.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $5,482 | $1,803+204.0% | $3,263+68.0% | $2,270+141.5% |
| Participant deferral / active EE | $2,363 | $2,604-9.2% | $4,265-44.6% | $3,740-36.8% |
| Admin fee / account holder | -$8 | $600-101.3% | $6,581-100.1% | $513-101.5% |