Filed June 10, 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 | $1,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,228 | $90,590+44.9% | $111,297+17.9% | - |
| Participation rate | 96.0% | 76.1%+19.9pp | 77.3%+18.6pp | - |
| Annual return | 14.50% | 11.74%+2.8pp | 54.65%-40.2pp | - |
| Employer contribution / active EE | $1,611 | $1,916-15.9% | $2,731-41.0% | - |
| Participant deferral / active EE | $5,876 | $4,059+44.8% | $4,487+30.9% | - |
| Admin fee / account holder | $31 | $3,379-99.1% | $7,964-99.6% | - |