Filed June 8, 2009
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 35-0145825 | Loan Processing | $30,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,693 | $121,341+29.1% | $189,513-17.3% | $79,386+97.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 16.28% | 21.08%-4.8pp | 555.15%-538.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,496 | $3,915-10.7% | $6,162-43.3% | $2,427+44.0% |
| Participant deferral / active EE | $7,100 | $6,395+11.0% | $8,221-13.6% | $4,046+75.5% |
| Admin fee / account holder | $4 | $651-99.3% | $12,045-100.0% | $626-99.3% |