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 | $11,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,925 | $108,549-20.8% | $156,263-45.0% | $85,563+0.4% |
| Participation rate | 92.7% | 77.1%+15.6pp | 78.9%+13.7pp | 66.0%+26.7pp |
| Annual return | 14.54% | 21.79%-7.3pp | 59.47%-44.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,155 | $2,690-19.9% | $4,333-50.3% | $2,654-18.8% |
| Participant deferral / active EE | $6,397 | $4,800+33.3% | $6,158+3.9% | $4,375+46.2% |
| Admin fee / account holder | $55 | $650-91.6% | $14,255-99.6% | $834-93.4% |