Filed February 10, 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 | $1,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,990 | $102,553-30.8% | $151,611-53.2% | $66,914+6.1% |
| Participation rate | 93.6% | 85.5%+8.1pp | 87.5%+6.1pp | 69.8%+23.8pp |
| Annual return | -12.19% | -10.82%-1.4pp | 3.33%-15.5pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,962 | $4,180-5.2% | $6,166-35.7% | $2,544+55.7% |
| Participant deferral / active EE | $5,501 | $6,641-17.2% | $8,363-34.2% | $4,237+29.8% |
| Admin fee / account holder | $13 | $630-98.0% | $11,616-99.9% | $593-97.9% |