Filed January 24, 2011 (most recent of 2 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 | $27,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,019 | $52,293-46.4% | $178,490-84.3% | $73,409-61.8% |
| Participation rate | 91.7% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.5pp |
| Annual return | 16.98% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,494 | $2,332+7.0% | $5,202-52.0% | $3,805-34.5% |
| Admin fee / account holder | $25 | $127-80.0% | $13,984-99.8% | $158-83.9% |