Filed March 10, 2009 (most recent of 3 filings on file)
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 | $23,107 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,592 | $56,503-79.5% | $70,092-83.5% | $64,808-82.1% |
| Participation rate | 70.3% | 70.5%-0.2pp | 70.5%-0.2pp | 71.5%-1.2pp |
| Annual return | -1.17% | -13.44%+12.3pp | 190.73%-191.9pp | 32.82%-34.0pp |
| Employer contribution / active EE | $967 | $2,046-52.7% | $2,559-62.2% | $2,506-61.4% |
| Participant deferral / active EE | $1,969 | $3,389-41.9% | $3,849-48.8% | $4,310-54.3% |
| Admin fee / account holder | $41 | $160-74.7% | $6,267-99.4% | $188-78.4% |