Filed July 25, 2018 (most recent of 2 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 | $33,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,140 | $91,517+50.9% | $101,248+36.4% | $73,409+88.2% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 16.87% | 17.17%-0.3pp | 46.47%-29.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $4,944 | $2,877+71.9% | $3,660+35.1% | $2,234+121.3% |
| Participant deferral / active EE | $10,408 | $3,338+211.8% | $4,370+138.2% | $3,805+173.5% |
| Admin fee / account holder | $86 | $216-60.1% | $5,945-98.6% | $158-45.4% |