Filed October 27, 2008 (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 | $2,050 |
Annual investment return 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 | $102,111 | $121,341-15.8% | $189,513-46.1% | $79,386+28.6% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.8%+9.0pp | 70.7%+26.1pp |
| Annual return | 12.67% | 21.08%-8.4pp | 555.15%-542.5pp | 116.85%-104.2pp |
| Employer contribution / active EE | $4,247 | $3,915+8.5% | $6,162-31.1% | $2,427+74.9% |
| Participant deferral / active EE | $5,103 | $6,395-20.2% | $8,221-37.9% | $4,046+26.1% |
| Admin fee / account holder | $12 | $651-98.1% | $12,045-99.9% | $626-98.0% |