Filed July 3, 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 | -$14,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,787 | $30,555+236.4% | $80,716+27.3% | $86,799+18.4% |
| Participation rate | 89.8% | 37.2%+52.6pp | 54.2%+35.7pp | 72.3%+17.5pp |
| Annual return | 16.42% | 30.35%-13.9pp | 87.28%-70.9pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,316 | $472+178.8% | $1,160+13.5% | $2,405-45.3% |
| Participant deferral / active EE | $4,731 | $1,050+350.7% | $2,146+120.5% | $4,131+14.5% |
| Admin fee / account holder | -$37 | $135-127.0% | $3,380-101.1% | $170-121.5% |