Filed July 8, 2010
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 6-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 | $63,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,183 | $64,612+7.1% | $86,436-20.0% | $64,808+6.8% |
| Participation rate | 95.5% | 81.5%+14.1pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -16.94% | 0.66%-17.6pp | 4394.89%-4411.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,127 | $2,744+86.8% | $3,769+36.0% | $2,506+104.6% |
| Participant deferral / active EE | $5,627 | $7,497-24.9% | $6,952-19.0% | $4,310+30.6% |
| Admin fee / account holder | $130 | $169-23.3% | $6,731-98.1% | $188-30.9% |