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 9-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 | $18,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,503 | $84,936+50.1% | $111,297+14.6% | $79,386+60.6% |
| Participation rate | 81.9% | 75.9%+6.0pp | 77.3%+4.6pp | 70.7%+11.2pp |
| Annual return | 11.97% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $2,404 | $1,979+21.5% | $2,731-12.0% | $2,427-1.0% |
| Participant deferral / active EE | $3,840 | $3,888-1.3% | $4,487-14.4% | $4,046-5.1% |
| Admin fee / account holder | $83 | $537-84.5% | $7,964-99.0% | $626-86.7% |