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 | $233,874 |
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 | $279,689 | $211,459+32.3% | $119,258+134.5% | $93,030+200.6% |
| Participation rate | 99.1% | 94.1%+5.0pp | 82.7%+16.3pp | 73.9%+25.2pp |
| Annual return | 15.14% | 39.10%-24.0pp | 30.69%-15.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $5,968 | $5,958+0.2% | $4,384+36.1% | $2,706+120.6% |
| Participant deferral / active EE | $10,825 | $9,654+12.1% | $6,111+77.1% | $4,562+137.3% |
| Admin fee / account holder | $60 | $124-51.3% | $7,226-99.2% | $152-60.3% |