Filed January 22, 2009 (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 | $6,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,674 | $89,282-28.7% | $94,646-32.7% | $74,419-14.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 22.71% | 25.96%-3.2pp | 156.71%-134.0pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,390 | $3,022+12.2% | $3,672-7.7% | $2,637+28.6% |
| Participant deferral / active EE | $7,010 | $8,425-16.8% | $7,418-5.5% | $4,528+54.8% |
| Admin fee / account holder | $9 | $219-95.9% | $7,231-99.9% | $348-97.4% |