Filed April 29, 2015
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 | $3,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,166 | $52,670+54.1% | $90,404-10.2% | $73,409+10.6% |
| Participation rate | 89.4% | 67.7%+21.7pp | 72.7%+16.7pp | 72.2%+17.2pp |
| Annual return | 16.45% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,768 | $1,872+101.3% | $3,262+15.5% | $2,234+68.7% |
| Participant deferral / active EE | $4,284 | $2,807+52.6% | $3,963+8.1% | $3,805+12.6% |
| Admin fee / account holder | $12 | $117-89.7% | $5,611-99.8% | $158-92.4% |