Filed April 4, 2011
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 | $78,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,392 | $58,290+101.4% | $98,442+19.3% | $86,799+35.2% |
| Participation rate | 93.9% | 68.3%+25.5pp | 73.3%+20.5pp | 72.3%+21.6pp |
| Annual return | 14.90% | 43.48%-28.6pp | 1492.73%-1477.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,538 | $2,008+76.2% | $2,960+19.5% | $2,405+47.1% |
| Participant deferral / active EE | $8,255 | $3,152+161.9% | $4,276+93.1% | $4,131+99.8% |
| Admin fee / account holder | $120 | $138-12.9% | $5,949-98.0% | $170-29.3% |