Filed June 22, 2007 (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 | $47,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,945 | $122,239-3.5% | $184,200-36.0% | $74,546+58.2% |
| Participation rate | 91.1% | 85.5%+5.7pp | 86.8%+4.3pp | 67.2%+23.9pp |
| Annual return | 14.35% | 19.95%-5.6pp | 28.80%-14.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,639 | $4,537+2.2% | $6,424-27.8% | $2,624+76.8% |
| Participant deferral / active EE | $8,754 | $7,139+22.6% | $9,132-4.1% | $4,347+101.4% |
| Admin fee / account holder | $221 | $1,260-82.4% | $13,907-98.4% | $1,944-88.6% |