Filed September 21, 2012
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 | $12,439 |
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 | $125,819 | $168,231-25.2% | $67,834+85.5% | $63,975+96.7% |
| Participation rate | 97.6% | 66.8%+30.8pp | 68.8%+28.8pp | 71.1%+26.5pp |
| Annual return | 11.05% | 11.76%-0.7pp | 138.47%-127.4pp | 48.65%-37.6pp |
| Employer contribution / active EE | $2,030 | $1,907+6.4% | $2,403-15.6% | $2,182-7.0% |
| Participant deferral / active EE | $6,004 | $2,827+112.4% | $3,160+90.0% | $3,356+78.9% |
| Admin fee / account holder | $5 | $81-93.6% | $4,622-99.9% | $70-92.7% |