Filed December 31, 2010 (most recent of 6 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 | -$736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,089 | $86,897-2.1% | $151,611-43.9% | $64,808+31.3% |
| Participation rate | 99.7% | 87.3%+12.5pp | 87.5%+12.2pp | 71.5%+28.3pp |
| Annual return | -16.99% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,011 | $4,010-24.9% | $6,166-51.2% | $2,506+20.2% |
| Participant deferral / active EE | $6,950 | $6,690+3.9% | $8,363-16.9% | $4,310+61.2% |
| Admin fee / account holder | -$1 | $153-101.0% | $11,616-100.0% | $188-100.8% |