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 | $4,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,533 | $47,722+72.9% | $82,719-0.2% | $64,808+27.4% |
| Participation rate | 85.9% | 67.6%+18.2pp | 72.6%+13.3pp | 71.5%+14.4pp |
| Annual return | -14.35% | -13.05%-1.3pp | 701.18%-715.5pp | 32.82%-47.2pp |
| Employer contribution / active EE | $4,062 | $2,179+86.4% | $3,009+35.0% | $2,506+62.1% |
| Participant deferral / active EE | $4,628 | $3,329+39.0% | $4,395+5.3% | $4,310+7.4% |
| Admin fee / account holder | $20 | $143-86.3% | $5,329-99.6% | $188-89.6% |