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 | $3,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,280 | $125,758-31.4% | $169,993-49.2% | $75,163+14.8% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 13.72% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,935 | $4,615+6.9% | $6,785-27.3% | $2,670+84.8% |
| Participant deferral / active EE | $6,378 | $6,837-6.7% | $10,408-38.7% | $4,125+54.6% |
| Admin fee / account holder | $27 | $8,173-99.7% | $12,815-99.8% | $5,651-99.5% |