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 | $4,334 |
Employer 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 | $129,992 | $112,623+15.4% | $106,213+22.4% | $199,593-34.9% |
| Participation rate | 96.9% | 86.2%+10.6pp | 75.3%+21.6pp | 72.0%+24.9pp |
| Annual return | 14.50% | 15.57%-1.1pp | 116.14%-101.6pp | 34.25%-19.8pp |
| Employer contribution / active EE | $398 | $4,575-91.3% | $3,171-87.5% | $3,034-86.9% |
| Participant deferral / active EE | $8,942 | $6,659+34.3% | $5,016+78.3% | $5,087+75.8% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |