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 | $42,373 |
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 | $15,543 | $73,034-78.7% | $77,163-79.9% | $80,160-80.6% |
| Participation rate | 84.2% | 78.1%+6.1pp | 69.6%+14.6pp | 72.9%+11.2pp |
| Annual return | 90.95% | 18.56%+72.4pp | 37.87%+53.1pp | 40.38%+50.6pp |
| Employer contribution / active EE | $1,584 | $2,779-43.0% | $2,535-37.5% | $2,978-46.8% |
| Participant deferral / active EE | $2,850 | $4,140-31.2% | $3,833-25.7% | $5,017-43.2% |
| Admin fee / account holder | $43 | $104-58.8% | $5,472-99.2% | $145-70.5% |