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 | $503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,988 | $80,968+63.0% | $96,544+36.7% | $75,163+75.6% |
| Participation rate | 94.8% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.6pp |
| Annual return | 28.15% | 27.06%+1.1pp | 25.84%+2.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,590 | $2,282-30.3% | $2,965-46.4% | $2,670-40.4% |
| Participant deferral / active EE | $6,227 | $3,928+58.5% | $4,851+28.4% | $4,125+50.9% |
| Admin fee / account holder | $29 | $6,724-99.6% | $8,252-99.6% | $5,651-99.5% |