Filed July 2, 2014
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 | $212,578 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $85,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,055 | $58,644+92.8% | $177,989-36.5% | $199,593-43.4% |
| Participation rate | 95.7% | 65.5%+30.3pp | 77.1%+18.7pp | 72.0%+23.8pp |
| Annual return | 78.46% | 19.25%+59.2pp | 294.48%-216.0pp | 34.25%+44.2pp |
| Employer contribution / active EE | $3,064 | $1,801+70.1% | $3,949-22.4% | $3,034+1.0% |
| Participant deferral / active EE | $7,365 | $4,248+73.4% | $6,276+17.4% | $5,087+44.8% |
| Admin fee / account holder | $126 | $145-13.4% | $10,363-98.8% | $269-53.2% |