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 | $7,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,605 | $80,968-53.6% | $96,544-61.0% | $75,163-50.0% |
| Participation rate | 97.7% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.5pp |
| Annual return | 16.38% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,040 | $2,282-54.4% | $2,965-64.9% | $2,670-61.0% |
| Participant deferral / active EE | $4,068 | $3,928+3.6% | $4,851-16.1% | $4,125-1.4% |
| Admin fee / account holder | $66 | $6,724-99.0% | $8,252-99.2% | $5,651-98.8% |