Filed August 23, 2012
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 | $66,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,762 | $104,697+51.6% | $96,544+64.4% | $80,160+98.1% |
| Participation rate | 99.4% | 86.4%+13.0pp | 76.0%+23.5pp | 72.9%+26.5pp |
| Annual return | 21.30% | 21.78%-0.5pp | 25.84%-4.5pp | 40.38%-19.1pp |
| Employer contribution / active EE | $7,838 | $3,536+121.7% | $2,965+164.4% | $2,978+163.2% |
| Participant deferral / active EE | $9,355 | $6,188+51.2% | $4,851+92.8% | $5,017+86.4% |
| Admin fee / account holder | $31 | $107-70.6% | $8,252-99.6% | $145-78.3% |