Filed February 15, 2008
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 | $456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,525 | $46,297+307.2% | $71,671+163.0% | $62,292+202.6% |
| Participation rate | 95.1% | 60.6%+34.4pp | 68.7%+26.3pp | 69.5%+25.6pp |
| Annual return | 17.46% | 22.32%-4.9pp | 20.65%-3.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $9,125 | $1,412+546.3% | $2,460+271.0% | $2,042+346.8% |
| Participant deferral / active EE | $13,504 | $2,235+504.2% | $3,438+292.8% | $3,169+326.1% |
| Admin fee / account holder | $2 | $461-99.6% | $5,558-100.0% | $479-99.6% |