Filed May 5, 2015
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 | $36,417 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $26,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,526 | $49,915+27.3% | $154,803-59.0% | $74,304-14.5% |
| Participation rate | 94.0% | 54.0%+40.0pp | 78.1%+15.9pp | 60.3%+33.6pp |
| Annual return | 18.64% | 34.06%-15.4pp | 58.88%-40.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,461 | $1,611+52.7% | $4,305-42.8% | $2,241+9.8% |
| Participant deferral / active EE | $5,546 | $2,255+146.0% | $5,540+0.1% | $3,767+47.2% |
| Admin fee / account holder | $194 | $2,189-91.1% | $14,329-98.6% | $2,969-93.5% |