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 | $4,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,686 | $71,883-60.1% | $86,677-66.9% | $68,494-58.1% |
| Participation rate | 92.4% | 72.2%+20.2pp | 76.6%+15.8pp | 67.9%+24.5pp |
| Annual return | -16.17% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $890 | $2,173-59.0% | $2,836-68.6% | $2,596-65.7% |
| Participant deferral / active EE | $3,823 | $3,779+1.2% | $4,656-17.9% | $4,027-5.1% |
| Admin fee / account holder | $33 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |