Filed July 6, 2011 (most recent of 2 filings on file)
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 | -$22,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,491 | $121,341+104.8% | $189,513+31.1% | $79,386+213.0% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.8%+11.6pp | 70.7%+28.7pp |
| Annual return | 16.74% | 21.08%-4.3pp | 555.15%-538.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $11,040 | $3,915+182.0% | $6,162+79.2% | $2,427+354.8% |
| Participant deferral / active EE | $11,128 | $6,395+74.0% | $8,221+35.4% | $4,046+175.1% |
| Admin fee / account holder | $133 | $651-79.6% | $12,045-98.9% | $626-78.8% |