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 | $2,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,744 | $130,194-27.2% | $169,993-44.3% | $71,457+32.6% |
| Participation rate | 98.0% | 86.1%+11.8pp | 87.0%+11.0pp | 67.9%+30.0pp |
| Annual return | 16.28% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,028 | $4,381-53.7% | $6,785-70.1% | $2,588-21.6% |
| Participant deferral / active EE | $4,835 | $6,923-30.2% | $10,408-53.5% | $4,289+12.7% |
| Admin fee / account holder | $15 | $966-98.4% | $12,815-99.9% | $1,587-99.0% |