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 | $15,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,706 | $72,254+112.7% | $86,677+77.3% | $64,808+137.2% |
| Participation rate | 70.2% | 80.4%-10.2pp | 76.6%-6.4pp | 71.5%-1.3pp |
| Annual return | -15.84% | 392.42%-408.3pp | 35.91%-51.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,985 | $2,393+108.3% | $2,836+75.7% | $2,506+98.9% |
| Participant deferral / active EE | $7,584 | $4,658+62.8% | $4,656+62.9% | $4,310+76.0% |
| Admin fee / account holder | $35 | $174-79.8% | $7,493-99.5% | $188-81.3% |