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 | -$89,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,574 | $112,686-12.5% | $169,993-42.0% | $80,160+23.0% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 19.49% | 67.04%-47.6pp | 53.37%-33.9pp | 40.38%-20.9pp |
| Employer contribution / active EE | $5,048 | $4,481+12.6% | $6,785-25.6% | $2,978+69.5% |
| Participant deferral / active EE | $6,861 | $7,876-12.9% | $10,408-34.1% | $5,017+36.7% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |