Filed July 5, 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 | $14,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,444 | $122,239+55.8% | $184,203+3.4% | $74,495+155.6% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.2pp | 67.2%+27.8pp |
| Annual return | 16.41% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,207 | $4,537-7.3% | $6,427-34.5% | $2,623+60.4% |
| Participant deferral / active EE | $17,275 | $7,139+142.0% | $9,131+89.2% | $4,346+297.5% |
| Admin fee / account holder | $71 | $1,260-94.4% | $13,901-99.5% | $1,942-96.4% |