Filed December 2, 2011 (most recent of 2 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 | -$8,818 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,116 | $133,040+153.4% | $119,258+182.7% | $79,386+324.7% |
| Participation rate | 99.3% | 80.9%+18.5pp | 82.7%+16.6pp | 70.7%+28.6pp |
| Annual return | 16.92% | 20.05%-3.1pp | 30.69%-13.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $6,320 | $4,390+44.0% | $4,384+44.1% | $2,427+160.3% |
| Participant deferral / active EE | $12,255 | $6,448+90.0% | $6,111+100.5% | $4,046+202.9% |
| Admin fee / account holder | -$49 | $686-107.1% | $7,226-100.7% | $626-107.8% |