Filed May 18, 2011 (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 | -$14,177 |
Participant contribution per participant 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 | $240,464 | $112,623+113.5% | $106,213+126.4% | $199,593+20.5% |
| Participation rate | 74.7% | 86.2%-11.6pp | 75.3%-0.6pp | 72.0%+2.7pp |
| Annual return | 13.03% | 15.57%-2.5pp | 116.14%-103.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $17,628 | $4,575+285.3% | $3,171+455.8% | $3,034+481.0% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |