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 | $54,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,420 | $82,546+121.0% | $140,016+30.3% | $75,289+142.3% |
| Participation rate | 98.1% | 88.4%+9.8pp | 87.5%+10.6pp | 72.4%+25.7pp |
| Annual return | -3.69% | -0.36%-3.3pp | 651.12%-654.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $8,373 | $3,856+117.1% | $5,606+49.4% | $2,405+248.1% |
| Participant deferral / active EE | $9,711 | $5,731+69.4% | $6,927+40.2% | $3,739+159.8% |
| Admin fee / account holder | $17 | $86-80.6% | $10,705-99.8% | $102-83.7% |