Filed April 14, 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 04-2647786 | Loan Processing | $40,691 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,019 |
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 | $45,298 | $106,028-57.3% | $146,958-69.2% | $77,643-41.7% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 14.99% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,481 | $4,063-63.5% | $4,933-70.0% | $2,726-45.7% |
| Participant deferral / active EE | $3,302 | $7,990-58.7% | $8,070-59.1% | $4,647-28.9% |
| Admin fee / account holder | $177 | $337-47.6% | $12,998-98.6% | $430-58.9% |