Filed October 24, 2007
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 | $37,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,407 | $112,686-38.4% | $169,993-59.2% | $80,160-13.4% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 72.9%+26.9pp |
| Annual return | 23.88% | 67.04%-43.2pp | 53.37%-29.5pp | 40.38%-16.5pp |
| Employer contribution / active EE | $4,380 | $4,481-2.2% | $6,785-35.4% | $2,978+47.1% |
| Participant deferral / active EE | $5,802 | $7,876-26.3% | $10,408-44.2% | $5,017+15.6% |
| Admin fee / account holder | $13 | $99-86.6% | $12,815-99.9% | $145-90.8% |