Filed March 30, 2007 (most recent of 5 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 | $12,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,063 | $73,867-76.9% | $143,757-88.1% | $68,494-75.1% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -17.94% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $443 | $3,184-86.1% | $4,951-91.1% | $2,596-82.9% |
| Participant deferral / active EE | $2,145 | $3,384-36.6% | $5,637-61.9% | $4,027-46.7% |
| Admin fee / account holder | $107 | $5,755-98.1% | $14,673-99.3% | $5,403-98.0% |