Filed April 23, 2008 (most recent of 5 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 | $40,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,517 | $111,491+2.7% | $189,513-39.6% | $86,799+31.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 16.19% | 83.50%-67.3pp | 555.15%-539.0pp | 97.91%-81.7pp |
| Employer contribution / active EE | $6,953 | $3,951+76.0% | $6,162+12.8% | $2,405+189.1% |
| Participant deferral / active EE | $6,097 | $6,437-5.3% | $8,221-25.8% | $4,131+47.6% |
| Admin fee / account holder | $32 | $189-82.8% | $12,045-99.7% | $170-80.9% |