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 | $5,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,252 | $100,227-6.0% | $169,993-44.6% | $74,419+26.7% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 19.72% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,213 | $4,263-24.6% | $6,785-52.6% | $2,637+21.8% |
| Participant deferral / active EE | $5,868 | $7,143-17.9% | $10,408-43.6% | $4,528+29.6% |
| Admin fee / account holder | $13 | $234-94.6% | $12,815-99.9% | $348-96.3% |