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 | $122,310 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,023 | $110,699+135.8% | $177,821+46.8% | $90,288+189.1% |
| Participation rate | 99.3% | 88.3%+11.0pp | 87.7%+11.6pp | 73.4%+26.0pp |
| Annual return | 16.53% | 22.79%-6.3pp | 48.32%-31.8pp | 53.97%-37.4pp |
| Employer contribution / active EE | $7,135 | $4,118+73.2% | $5,918+20.6% | $2,524+182.7% |
| Participant deferral / active EE | $11,669 | $6,731+73.4% | $7,714+51.3% | $4,232+175.7% |
| Admin fee / account holder | $28 | $90-69.1% | $12,427-99.8% | $114-75.6% |