Filed March 30, 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 | $40,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,124 | $121,341+31.1% | $189,513-16.0% | $79,386+100.4% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.8%+10.0pp | 70.7%+27.1pp |
| Annual return | 13.25% | 21.08%-7.8pp | 555.15%-541.9pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,950 | $3,915+26.5% | $6,162-19.7% | $2,427+103.9% |
| Participant deferral / active EE | $6,861 | $6,395+7.3% | $8,221-16.5% | $4,046+69.6% |
| Admin fee / account holder | $125 | $651-80.8% | $12,045-99.0% | $626-80.0% |