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 | $44 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $100,227+2.9% | $169,993-39.3% | $74,419+38.6% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 18.81% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,124 | $4,263-26.7% | $6,785-54.0% | $2,637+18.5% |
| Participant deferral / active EE | $7,252 | $7,143+1.5% | $10,408-30.3% | $4,528+60.2% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |