Filed May 20, 2013
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 | $77,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,816 | $89,274+113.7% | $149,718+27.5% | $77,958+144.8% |
| Participation rate | 98.5% | 87.6%+10.9pp | 87.1%+11.4pp | 71.6%+26.8pp |
| Annual return | 18.56% | 20.36%-1.8pp | 1501.63%-1483.1pp | 20.87%-2.3pp |
| Employer contribution / active EE | $10,227 | $3,727+174.4% | $5,445+87.8% | $2,310+342.6% |
| Participant deferral / active EE | $9,347 | $5,382+73.7% | $6,569+42.3% | $3,537+164.3% |
| Admin fee / account holder | $28 | $240-88.4% | $11,283-99.8% | $97-71.3% |