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 | $6,618 |
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 | $139,020 | $65,292+112.9% | $71,671+94.0% | $77,958+78.3% |
| Participation rate | 96.5% | 67.4%+29.1pp | 68.7%+27.8pp | 71.6%+24.9pp |
| Annual return | 16.34% | 21.25%-4.9pp | 20.65%-4.3pp | 20.87%-4.5pp |
| Employer contribution / active EE | $3,787 | $2,085+81.6% | $2,460+53.9% | $2,310+63.9% |
| Participant deferral / active EE | $6,341 | $3,008+110.8% | $3,438+84.4% | $3,537+79.3% |
| Admin fee / account holder | $0 | $84-99.6% | $5,558-100.0% | $97-99.6% |