Filed April 4, 2011 (most recent of 2 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 8-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 | $6,501 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,166 | $82,972-25.1% | $103,374-39.9% | $77,671-20.0% |
| Participation rate | 88.9% | 71.5%+17.4pp | 74.5%+14.4pp | 70.6%+18.3pp |
| Annual return | 13.84% | 19.14%-5.3pp | 24.89%-11.1pp | 31.21%-17.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,156 | $4,108+25.5% | $5,058+1.9% | $4,648+10.9% |
| Admin fee / account holder | $19 | $639-97.1% | $8,394-99.8% | $430-95.7% |