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 | $2,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,695 | $82,978+81.6% | $129,995+15.9% | $71,457+110.9% |
| Participation rate | 95.3% | 74.1%+21.2pp | 78.5%+16.8pp | 67.9%+27.3pp |
| Annual return | 18.10% | 20.60%-2.5pp | -137.18%+155.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,425 | $2,622-7.5% | $4,320-43.9% | $2,588-6.3% |
| Participant deferral / active EE | $11,521 | $4,432+160.0% | $5,820+97.9% | $4,289+168.6% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |