Filed March 24, 2008 (most recent of 5 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 | $220,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,541 | $95,918+41.3% | $151,611-10.6% | $77,904+74.0% |
| Participation rate | 98.9% | 88.7%+10.2pp | 87.5%+11.4pp | 73.7%+25.3pp |
| Annual return | -15.95% | -5.50%-10.4pp | 3.33%-19.3pp | 12.21%-28.2pp |
| Employer contribution / active EE | $5,758 | $4,330+33.0% | $6,166-6.6% | $2,848+102.2% |
| Participant deferral / active EE | $9,020 | $7,508+20.1% | $8,363+7.8% | $4,806+87.7% |
| Admin fee / account holder | $29 | $93-68.9% | $11,616-99.8% | $133-78.1% |