Filed March 6, 2008 (most recent of 6 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 | -$46,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,939 | $118,337-11.3% | $189,513-44.6% | $93,030+12.8% |
| Participation rate | 99.0% | 89.1%+10.0pp | 87.8%+11.2pp | 73.9%+25.1pp |
| Annual return | 19.10% | 21.77%-2.7pp | 555.15%-536.1pp | 158.70%-139.6pp |
| Employer contribution / active EE | $5,828 | $4,204+38.6% | $6,162-5.4% | $2,706+115.4% |
| Participant deferral / active EE | $6,619 | $7,123-7.1% | $8,221-19.5% | $4,562+45.1% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |