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 | $10,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,570 | $77,899-69.7% | $149,673-84.3% | $75,163-68.6% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $242 | $3,137-92.3% | $4,818-95.0% | $2,670-90.9% |
| Participant deferral / active EE | $1,184 | $3,411-65.3% | $5,680-79.2% | $4,125-71.3% |
| Admin fee / account holder | $109 | $5,956-98.2% | $13,210-99.2% | $5,651-98.1% |