Filed April 29, 2008
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 | $64,897 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $9,158 |
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 | $287,734 | $188,991+52.2% | $103,476+178.1% | $199,593+44.2% |
| Participation rate | 98.4% | 93.2%+5.3pp | 80.5%+17.9pp | 72.0%+26.5pp |
| Annual return | 16.57% | 15.75%+0.8pp | 23.90%-7.3pp | 34.25%-17.7pp |
| Employer contribution / active EE | $8,270 | $6,583+25.6% | $4,672+77.0% | $3,034+172.5% |
| Participant deferral / active EE | $11,963 | $10,334+15.8% | $6,623+80.6% | $5,087+135.2% |
| Admin fee / account holder | $21 | $114-81.8% | $9,413-99.8% | $269-92.3% |