Filed September 9, 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 | $3,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,297 | $69,763+93.9% | $67,502+100.4% | $74,495+81.6% |
| Participation rate | 98.1% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+30.9pp |
| Annual return | 14.41% | -40.34%+54.7pp | 3512.12%-3497.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,891 | $2,704+228.8% | $2,731+225.6% | $2,623+239.0% |
| Participant deferral / active EE | $8,905 | $3,636+144.9% | $4,000+122.6% | $4,346+104.9% |
| Admin fee / account holder | $24 | $896-97.4% | $3,998-99.4% | $1,942-98.8% |