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 | $188,838 |
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 | $250,779 | $167,950+49.3% | $112,887+122.1% | $80,160+212.8% |
| Participation rate | 98.9% | 94.5%+4.3pp | 80.5%+18.3pp | 72.9%+25.9pp |
| Annual return | 14.82% | 18.78%-4.0pp | 34.10%-19.3pp | 40.38%-25.6pp |
| Employer contribution / active EE | $7,523 | $6,272+19.9% | $4,563+64.8% | $2,978+152.6% |
| Participant deferral / active EE | $11,647 | $9,857+18.2% | $6,513+78.8% | $5,017+132.1% |
| Admin fee / account holder | $33 | $104-68.6% | $7,047-99.5% | $145-77.5% |