Filed December 9, 2010
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 5-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 | $20,599 |
Service code 10 · EIN 25-1408703 | Accounting | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,053 | $92,985-41.9% | $153,485-64.8% | $80,856-33.1% |
| Participation rate | 75.4% | 69.0%+6.4pp | 77.1%-1.7pp | 67.6%+7.7pp |
| Annual return | 18.73% | 19.95%-1.2pp | 15.65%+3.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $11,338 | $3,507+223.3% | $5,039+125.0% | $2,755+311.6% |
| Participant deferral / active EE | $13,540 | $5,178+161.5% | $6,757+100.4% | $4,296+215.2% |
| Admin fee / account holder | $161 | $8,880-98.2% | $12,724-98.7% | $6,918-97.7% |