Filed February 23, 2010 (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 | $46,160 |
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 | $765,920 | $59,584+1185.4% | $86,874+781.6% | $79,386+864.8% |
| Participation rate | 87.1% | 67.7%+19.4pp | 71.6%+15.5pp | 70.7%+16.4pp |
| Annual return | 15.58% | 23.15%-7.6pp | 63.52%-47.9pp | 116.85%-101.3pp |
| Employer contribution / active EE | $23,440 | $1,768+1226.0% | $2,495+839.3% | $2,427+865.6% |
| Participant deferral / active EE | $12,636 | $3,036+316.2% | $3,699+241.6% | $4,046+212.3% |
| Admin fee / account holder | $110 | $604-81.8% | $5,828-98.1% | $626-82.5% |