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 | $82,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,409 | $110,299+70.8% | $102,423+84.0% | $199,593-5.6% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.7pp |
| Annual return | 17.71% | 35.73%-18.0pp | 29.32%-11.6pp | 34.25%-16.5pp |
| Employer contribution / active EE | $8,001 | $3,603+122.1% | $3,023+164.7% | $3,034+163.7% |
| Participant deferral / active EE | $10,020 | $6,376+57.2% | $5,053+98.3% | $5,087+97.0% |
| Admin fee / account holder | $39 | $122-67.9% | $9,451-99.6% | $269-85.4% |