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 | -$5,610 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,174 | $102,553+100.1% | $151,611+35.3% | $66,914+206.6% |
| Participation rate | 98.4% | 85.5%+12.9pp | 87.5%+10.9pp | 69.8%+28.6pp |
| Annual return | -18.23% | -10.82%-7.4pp | 3.33%-21.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $11,347 | $4,180+171.4% | $6,166+84.0% | $2,544+346.0% |
| Participant deferral / active EE | $11,288 | $6,641+70.0% | $8,363+35.0% | $4,237+166.4% |
| Admin fee / account holder | $183 | $630-71.0% | $11,616-98.4% | $593-69.2% |