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 | $2,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $64,871-25.6% | $129,110-62.6% | $66,914-27.9% |
| Participation rate | 92.8% | 74.0%+18.8pp | 77.3%+15.5pp | 69.8%+23.0pp |
| Annual return | -8.21% | -12.21%+4.0pp | -10.94%+2.7pp | 1.58%-9.8pp |
| Employer contribution / active EE | $3,121 | $3,741-16.6% | $5,052-38.2% | $2,544+22.7% |
| Participant deferral / active EE | $4,242 | $5,090-16.7% | $6,542-35.2% | $4,237+0.1% |
| Admin fee / account holder | $18 | $629-97.1% | $14,302-99.9% | $593-96.9% |