Filed June 8, 2009 (most recent of 5 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 | $23,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,821 | $84,936+6.9% | $111,297-18.4% | $79,386+14.4% |
| Participation rate | 94.7% | 75.9%+18.8pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 23.43% | 17.45%+6.0pp | 54.65%-31.2pp | 116.85%-93.4pp |
| Employer contribution / active EE | $2,894 | $1,979+46.2% | $2,731+6.0% | $2,427+19.2% |
| Participant deferral / active EE | $7,376 | $3,888+89.7% | $4,487+64.4% | $4,046+82.3% |
| Admin fee / account holder | $152 | $537-71.8% | $7,964-98.1% | $626-75.8% |