Filed January 27, 2015 (most recent of 4 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 | $9,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,173 | $122,239+12.2% | $184,200-25.5% | $74,546+84.0% |
| Participation rate | 96.3% | 85.5%+10.8pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 13.20% | 19.95%-6.7pp | 28.80%-15.6pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $4,210 | $4,537-7.2% | $6,424-34.5% | $2,624+60.4% |
| Participant deferral / active EE | $10,518 | $7,139+47.3% | $9,132+15.2% | $4,347+141.9% |
| Admin fee / account holder | $49 | $1,260-96.1% | $13,907-99.6% | $1,944-97.5% |