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 | $26,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,312 | $84,936+113.5% | $111,297+62.9% | $79,386+128.4% |
| Participation rate | 95.5% | 75.9%+19.7pp | 77.3%+18.2pp | 70.7%+24.8pp |
| Annual return | 12.95% | 17.45%-4.5pp | 54.65%-41.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $6,786 | $1,979+242.9% | $2,731+148.5% | $2,427+179.6% |
| Participant deferral / active EE | $10,057 | $3,888+158.6% | $4,487+124.1% | $4,046+148.6% |
| Admin fee / account holder | $90 | $537-83.2% | $7,964-98.9% | $626-85.6% |