Filed June 5, 2018 (most recent of 5 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 | $3,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,379 | $100,227+40.1% | $169,993-17.4% | $74,419+88.6% |
| Participation rate | 99.3% | 87.3%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 16.05% | 66.08%-50.0pp | 53.37%-37.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $6,533 | $4,263+53.2% | $6,785-3.7% | $2,637+147.7% |
| Participant deferral / active EE | $7,168 | $7,143+0.4% | $10,408-31.1% | $4,528+58.3% |
| Admin fee / account holder | $9 | $234-96.3% | $12,815-99.9% | $348-97.5% |