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 | $3,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,628 | $72,607-1.3% | $90,749-21.1% | $66,914+7.0% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -15.81% | -12.28%-3.5pp | -12.16%-3.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,256 | $2,369-4.8% | $2,921-22.8% | $2,544-11.3% |
| Participant deferral / active EE | $4,023 | $3,977+1.1% | $4,564-11.9% | $4,237-5.1% |
| Admin fee / account holder | $37 | $707-94.8% | $8,445-99.6% | $593-93.8% |