Filed February 7, 2007 (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 | $257,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,264 | $146,341+24.5% | $98,907+84.3% | $93,223+95.5% |
| Participation rate | 98.4% | 89.3%+9.1pp | 76.0%+22.4pp | 74.9%+23.5pp |
| Annual return | 16.70% | 16.85%-0.1pp | 196.43%-179.7pp | 19.29%-2.6pp |
| Employer contribution / active EE | $7,997 | $4,823+65.8% | $2,689+197.4% | $2,680+198.4% |
| Participant deferral / active EE | $6,280 | $7,126-11.9% | $4,244+48.0% | $4,563+37.6% |
| Admin fee / account holder | $47 | $63-24.4% | $6,642-99.3% | $79-40.1% |