Filed January 1, 2012
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 | $22,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,068 | $89,436-2.6% | $164,813-47.2% | $77,643+12.1% |
| Participation rate | 92.6% | 78.6%+14.0pp | 78.6%+14.0pp | 70.6%+22.0pp |
| Annual return | 29.00% | 28.83%+0.2pp | 69.93%-40.9pp | 31.24%-2.2pp |
| Employer contribution / active EE | $2,123 | $2,569-17.4% | $4,341-51.1% | $2,726-22.1% |
| Participant deferral / active EE | $6,280 | $4,897+28.2% | $6,031+4.1% | $4,647+35.1% |
| Admin fee / account holder | $71 | $339-79.0% | $12,690-99.4% | $430-83.5% |