Filed March 22, 2007 (most recent of 3 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 | $26,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,364 | $79,519+110.5% | $95,952+74.4% | $73,409+128.0% |
| Participation rate | 98.5% | 81.2%+17.3pp | 77.1%+21.4pp | 72.2%+26.3pp |
| Annual return | 12.90% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $7,237 | $2,048+253.4% | $2,541+184.8% | $2,234+224.0% |
| Participant deferral / active EE | $10,702 | $4,138+158.6% | $4,167+156.8% | $3,805+181.2% |
| Admin fee / account holder | $53 | $184-71.1% | $6,795-99.2% | $158-66.3% |