Filed July 24, 2010
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 | $19,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,645 | $82,978+99.6% | $129,995+27.4% | $71,457+131.8% |
| Participation rate | 75.8% | 74.1%+1.8pp | 78.5%-2.7pp | 67.9%+7.9pp |
| Annual return | 16.85% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,144 | $2,622+19.9% | $4,320-27.2% | $2,588+21.5% |
| Participant deferral / active EE | $7,972 | $4,432+79.9% | $5,820+37.0% | $4,289+85.9% |
| Admin fee / account holder | $453 | $1,729-73.8% | $10,614-95.7% | $1,587-71.4% |