Filed August 21, 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 | $638 |
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 | $93,340 | $85,202+9.6% | $172,739-46.0% | $72,985+27.9% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 24.67% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $4,786 | $3,324+44.0% | $5,143-6.9% | $2,440+96.2% |
| Participant deferral / active EE | $5,210 | $3,260+59.8% | $5,198+0.2% | $3,607+44.4% |
| Admin fee / account holder | $8 | $5,884-99.9% | $13,954-99.9% | $5,124-99.8% |