Filed September 23, 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 | $104,935 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,487 | $144,604-10.5% | $88,497+46.3% | $63,975+102.4% |
| Participation rate | 84.6% | 91.8%-7.3pp | 82.4%+2.2pp | 71.1%+13.4pp |
| Annual return | 13.69% | 9.63%+4.1pp | 7.63%+6.1pp | 48.65%-35.0pp |
| Employer contribution / active EE | $2,002 | $4,008-50.0% | $4,036-50.4% | $2,182-8.2% |
| Participant deferral / active EE | $5,057 | $7,027-28.0% | $4,899+3.2% | $3,356+50.7% |
| Admin fee / account holder | $53 | $78-32.0% | $6,220-99.1% | $70-24.3% |