Filed February 5, 2010 (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 9-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 | $14,112 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $76,050-15.5% | $96,544-33.4% | $71,457-10.1% |
| Participation rate | 73.1% | 74.4%-1.3pp | 76.0%-2.9pp | 67.9%+5.2pp |
| Annual return | 19.50% | 22.81%-3.3pp | 25.84%-6.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $336 | $2,244-85.0% | $2,965-88.7% | $2,588-87.0% |
| Participant deferral / active EE | $3,345 | $4,215-20.6% | $4,851-31.0% | $4,289-22.0% |
| Admin fee / account holder | $140 | $2,707-94.8% | $8,252-98.3% | $1,587-91.2% |