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 | -$16,358 |
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 | $251,920 | $99,016+154.4% | $93,789+168.6% | $66,914+276.5% |
| Participation rate | 99.3% | 82.1%+17.2pp | 81.0%+18.4pp | 69.8%+29.5pp |
| Annual return | -17.57% | -14.59%-3.0pp | -11.33%-6.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,760 | $4,769+41.7% | $4,323+56.4% | $2,544+165.7% |
| Participant deferral / active EE | $13,176 | $6,689+97.0% | $6,094+116.2% | $4,237+211.0% |
| Admin fee / account holder | -$87 | $477-118.3% | $7,195-101.2% | $593-114.7% |