Filed October 24, 2014
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 | -$608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,879 | $52,208-40.9% | $86,612-64.3% | $74,419-58.5% |
| Participation rate | 97.6% | 66.3%+31.3pp | 71.7%+25.9pp | 70.7%+26.8pp |
| Annual return | 15.48% | 44.46%-29.0pp | 591.07%-575.6pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,658 | $2,282-27.3% | $3,022-45.1% | $2,637-37.1% |
| Participant deferral / active EE | $2,441 | $3,383-27.8% | $4,438-45.0% | $4,528-46.1% |
| Admin fee / account holder | $1 | $319-99.7% | $5,614-100.0% | $348-99.8% |