Filed February 10, 2009 (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 3-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 | $11,577 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,371 | $122,709-3.5% | $88,497+33.8% | $57,658+105.3% |
| Participation rate | 94.9% | 89.9%+5.0pp | 82.4%+12.5pp | 70.2%+24.7pp |
| Annual return | 4.74% | 10.63%-5.9pp | 7.63%-2.9pp | 5.13%-0.4pp |
| Employer contribution / active EE | $4,021 | $4,531-11.3% | $4,036-0.4% | $1,974+103.7% |
| Participant deferral / active EE | $5,003 | $6,704-25.4% | $4,899+2.1% | $3,061+63.5% |
| Admin fee / account holder | $26 | $93-72.4% | $6,220-99.6% | $95-72.9% |