Filed December 18, 2014
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 | $10,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,972 | $79,428+5.7% | $106,548-21.2% | $79,386+5.8% |
| Participation rate | 89.1% | 74.1%+15.0pp | 76.1%+13.0pp | 70.7%+18.4pp |
| Annual return | 15.07% | 18.27%-3.2pp | 26.80%-11.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $4,764 | $2,234+113.3% | $2,819+69.0% | $2,427+96.3% |
| Participant deferral / active EE | $4,247 | $3,823+11.1% | $4,398-3.4% | $4,046+5.0% |
| Admin fee / account holder | $61 | $523-88.3% | $7,407-99.2% | $626-90.3% |