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 | $200,503 |
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 | $311,091 | $187,277+66.1% | $112,977+175.4% | $90,288+244.6% |
| Participation rate | 71.6% | 91.6%-20.0pp | 82.6%-10.9pp | 73.4%-1.7pp |
| Annual return | 41.27% | 26.33%+14.9pp | 24.24%+17.0pp | 53.97%-12.7pp |
| Employer contribution / active EE | $4,970 | $5,263-5.6% | $4,255+16.8% | $2,524+96.9% |
| Participant deferral / active EE | $8,739 | $8,833-1.1% | $5,836+49.7% | $4,232+106.5% |
| Admin fee / account holder | $68 | $102-33.0% | $6,294-98.9% | $114-40.4% |