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 | $210,669 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,509 | $153,281+36.0% | $93,789+122.3% | $77,904+167.6% |
| Participation rate | 93.6% | 92.2%+1.4pp | 81.0%+12.7pp | 73.7%+20.0pp |
| Annual return | -22.76% | -5.55%-17.2pp | -11.33%-11.4pp | 12.21%-35.0pp |
| Employer contribution / active EE | $6,072 | $5,690+6.7% | $4,323+40.5% | $2,848+113.2% |
| Participant deferral / active EE | $10,342 | $9,364+10.4% | $6,094+69.7% | $4,806+115.2% |
| Admin fee / account holder | $51 | $114-54.9% | $7,195-99.3% | $133-61.2% |