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 | $58,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,765 | $52,208+87.3% | $86,612+12.9% | $74,419+31.4% |
| Participation rate | 97.0% | 66.3%+30.7pp | 71.7%+25.3pp | 70.7%+26.3pp |
| Annual return | 20.62% | 44.46%-23.8pp | 591.07%-570.4pp | 34.38%-13.8pp |
| Employer contribution / active EE | $3,427 | $2,282+50.2% | $3,022+13.4% | $2,637+30.0% |
| Participant deferral / active EE | $8,379 | $3,383+147.7% | $4,438+88.8% | $4,528+85.0% |
| Admin fee / account holder | $75 | $319-76.5% | $5,614-98.7% | $348-78.5% |