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 | $65,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,248 | $47,722+89.1% | $82,719+9.1% | $64,808+39.3% |
| Participation rate | 95.8% | 67.6%+28.2pp | 72.6%+23.3pp | 71.5%+24.4pp |
| Annual return | -16.29% | -13.05%-3.2pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,672 | $2,179+68.5% | $3,009+22.0% | $2,506+46.5% |
| Participant deferral / active EE | $8,299 | $3,329+149.2% | $4,395+88.8% | $4,310+92.5% |
| Admin fee / account holder | $95 | $143-33.6% | $5,329-98.2% | $188-49.4% |