Filed November 1, 2007 (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 | $5,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,271 | $111,608-28.1% | $177,821-54.9% | $73,409+9.3% |
| Participation rate | 98.8% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.7pp |
| Annual return | 23.30% | 18.23%+5.1pp | 48.32%-25.0pp | 59.29%-36.0pp |
| Employer contribution / active EE | $2,927 | $3,796-22.9% | $5,918-50.5% | $2,234+31.0% |
| Participant deferral / active EE | $5,027 | $6,199-18.9% | $7,714-34.8% | $3,805+32.1% |
| Admin fee / account holder | $14 | $166-91.3% | $12,427-99.9% | $158-90.8% |