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 | $4,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,692 | $111,491-12.4% | $189,513-48.5% | $86,799+12.5% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.6pp |
| Annual return | 15.29% | 83.50%-68.2pp | 555.15%-539.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,055 | $3,951-22.7% | $6,162-50.4% | $2,405+27.0% |
| Participant deferral / active EE | $5,593 | $6,437-13.1% | $8,221-32.0% | $4,131+35.4% |
| Admin fee / account holder | $12 | $189-93.7% | $12,045-99.9% | $170-93.0% |