Filed January 11, 2012 (most recent of 5 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 | $1,944 |
Participant 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 | $61,878 | $121,341-49.0% | $189,513-67.3% | $79,386-22.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.03% | 21.08%-6.1pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,042 | $3,915-47.8% | $6,162-66.9% | $2,427-15.9% |
| Participant deferral / active EE | $3,135 | $6,395-51.0% | $8,221-61.9% | $4,046-22.5% |
| Admin fee / account holder | $11 | $651-98.3% | $12,045-99.9% | $626-98.2% |