Filed February 26, 2008 (most recent of 3 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 | $986,149 |
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 | $61,956 | $39,909+55.2% | $78,778-21.4% | $80,976-23.5% |
| Participation rate | 85.3% | 55.7%+29.6pp | 69.2%+16.1pp | 68.3%+17.0pp |
| Annual return | 19.71% | 23.47%-3.8pp | 35.62%-15.9pp | 22.91%-3.2pp |
| Employer contribution / active EE | $1,792 | $778+130.4% | $1,986-9.7% | $2,402-25.4% |
| Participant deferral / active EE | $3,333 | $1,359+145.3% | $2,958+12.7% | $3,848-13.4% |
| Admin fee / account holder | $59 | $50+19.1% | $5,134-98.8% | $67-12.3% |