Filed May 12, 2015 (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 | -$8,413 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,720 | $133,040+102.0% | $119,258+125.3% | $79,386+238.5% |
| Participation rate | 91.5% | 80.9%+10.6pp | 82.7%+8.8pp | 70.7%+20.8pp |
| Annual return | 15.60% | 20.05%-4.4pp | 30.69%-15.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,732 | $4,390-15.0% | $4,384-14.9% | $2,427+53.7% |
| Participant deferral / active EE | $10,156 | $6,448+57.5% | $6,111+66.2% | $4,046+151.0% |
| Admin fee / account holder | $0 | $686-100.0% | $7,226-100.0% | $626-100.0% |