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 | $29,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,007 | $130,194+7.5% | $169,993-17.6% | $71,457+95.9% |
| Participation rate | 91.3% | 86.1%+5.1pp | 87.0%+4.3pp | 67.9%+23.3pp |
| Annual return | 17.10% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,139 | $4,381-28.4% | $6,785-53.7% | $2,588+21.3% |
| Participant deferral / active EE | $5,831 | $6,923-15.8% | $10,408-44.0% | $4,289+36.0% |
| Admin fee / account holder | $3 | $966-99.7% | $12,815-100.0% | $1,587-99.8% |