Filed July 20, 2007 (most recent of 6 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 | $1,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,322 | $76,050+62.2% | $96,544+27.7% | $71,457+72.6% |
| Participation rate | 97.3% | 74.4%+22.9pp | 76.0%+21.3pp | 67.9%+29.3pp |
| Annual return | 16.66% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,551 | $2,244+13.7% | $2,965-13.9% | $2,588-1.4% |
| Participant deferral / active EE | $7,261 | $4,215+72.2% | $4,851+49.7% | $4,289+69.3% |
| Admin fee / account holder | $7 | $2,707-99.8% | $8,252-99.9% | $1,587-99.6% |