Filed February 27, 2012 (most recent of 4 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 | $2,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,777 | $86,655+52.1% | $119,609+10.2% | $66,914+96.9% |
| Participation rate | 94.6% | 75.6%+19.0pp | 79.3%+15.3pp | 69.8%+24.8pp |
| Annual return | -15.37% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,452 | $2,536-3.3% | $4,232-42.1% | $2,544-3.6% |
| Participant deferral / active EE | $11,050 | $4,358+153.6% | $5,602+97.3% | $4,237+160.8% |
| Admin fee / account holder | $9 | $755-98.8% | $10,323-99.9% | $593-98.5% |