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 | -$2,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,748 | $50,982-8.3% | $154,803-69.8% | $85,563-45.4% |
| Participation rate | 86.1% | 59.8%+26.3pp | 78.1%+8.0pp | 66.0%+20.1pp |
| Annual return | 15.48% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,895 | $1,708+10.9% | $4,305-56.0% | $2,654-28.6% |
| Participant deferral / active EE | $2,949 | $2,474+19.2% | $5,540-46.8% | $4,375-32.6% |
| Admin fee / account holder | -$6 | $846-100.7% | $14,329-100.0% | $834-100.7% |