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 | $12,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,788 | $72,137-36.5% | $142,449-67.9% | $71,457-35.9% |
| Participation rate | 84.4% | 71.7%+12.7pp | 76.8%+7.6pp | 67.9%+16.5pp |
| Annual return | 19.51% | 21.15%-1.6pp | 19.99%-0.5pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,381 | $3,793-37.2% | $4,847-50.9% | $2,588-8.0% |
| Participant deferral / active EE | $3,832 | $5,280-27.4% | $6,283-39.0% | $4,289-10.6% |
| Admin fee / account holder | $60 | $1,433-95.8% | $10,011-99.4% | $1,587-96.3% |