Filed June 28, 2015 (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 | $94,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,061 | $52,208+229.6% | $86,612+98.7% | $74,419+131.2% |
| Participation rate | 99.1% | 66.3%+32.7pp | 71.7%+27.4pp | 70.7%+28.3pp |
| Annual return | 19.09% | 44.46%-25.4pp | 591.07%-572.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $12,399 | $2,282+443.3% | $3,022+310.2% | $2,637+370.1% |
| Participant deferral / active EE | $12,019 | $3,383+255.3% | $4,438+170.8% | $4,528+165.4% |
| Admin fee / account holder | $151 | $319-52.6% | $5,614-97.3% | $348-56.5% |