Filed December 4, 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 | $113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,543 | $46,292-21.1% | $143,757-74.6% | $64,808-43.6% |
| Participation rate | 83.5% | 64.2%+19.3pp | 80.3%+3.2pp | 71.5%+12.1pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,435 | $1,910+27.5% | $4,951-50.8% | $2,506-2.8% |
| Participant deferral / active EE | $3,645 | $2,646+37.8% | $5,637-35.3% | $4,310-15.4% |
| Admin fee / account holder | $0 | $154-99.8% | $14,673-100.0% | $188-99.8% |