Filed September 4, 2008 (most recent of 2 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 | $1,928 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,658 | $86,286-58.7% | $111,297-68.0% | $85,850-58.5% |
| Participation rate | 87.0% | 73.3%+13.6pp | 77.3%+9.6pp | 69.3%+17.6pp |
| Annual return | 11.95% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $452 | $2,043-77.9% | $2,731-83.5% | $2,565-82.4% |
| Participant deferral / active EE | $3,249 | $3,641-10.8% | $4,487-27.6% | $3,952-17.8% |
| Admin fee / account holder | $15 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |