Filed August 8, 2007 (most recent of 3 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 | $26,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,216 | $95,274-20.0% | $135,903-43.9% | $74,419+2.4% |
| Participation rate | 85.2% | 78.2%+7.0pp | 81.9%+3.3pp | 70.7%+14.5pp |
| Annual return | 18.12% | 32.77%-14.6pp | 68.23%-50.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,836 | $3,874-52.6% | $4,856-62.2% | $2,637-30.4% |
| Participant deferral / active EE | $8,593 | $7,782+10.4% | $7,758+10.8% | $4,528+89.8% |
| Admin fee / account holder | $188 | $266-29.2% | $10,762-98.2% | $348-45.8% |