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 | -$77,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,686 | $95,918-11.7% | $151,611-44.1% | $77,904+8.7% |
| Participation rate | 99.5% | 88.7%+10.8pp | 87.5%+12.0pp | 73.7%+25.8pp |
| Annual return | -15.68% | -5.50%-10.2pp | 3.33%-19.0pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,347 | $4,330+23.5% | $6,166-13.3% | $2,848+87.8% |
| Participant deferral / active EE | $6,742 | $7,508-10.2% | $8,363-19.4% | $4,806+40.3% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |