Filed August 29, 2007 (most recent of 3 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 | $18,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,962 | $79,519-43.5% | $95,952-53.1% | $73,409-38.8% |
| Participation rate | 87.1% | 81.2%+5.9pp | 77.1%+10.0pp | 72.2%+14.9pp |
| Annual return | 25.20% | 19.20%+6.0pp | 91.61%-66.4pp | 59.29%-34.1pp |
| Employer contribution / active EE | $1,026 | $2,048-49.9% | $2,541-59.6% | $2,234-54.1% |
| Participant deferral / active EE | $4,225 | $4,138+2.1% | $4,167+1.4% | $3,805+11.0% |
| Admin fee / account holder | $23 | $184-87.7% | $6,795-99.7% | $158-85.6% |