Filed June 8, 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 | -$1,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,820 | $91,407+8.1% | $135,903-27.3% | $71,457+38.3% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 20.50% | 29.90%-9.4pp | 68.23%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $7,547 | $3,703+103.8% | $4,856+55.4% | $2,588+191.7% |
| Participant deferral / active EE | $7,897 | $7,092+11.4% | $7,758+1.8% | $4,289+84.1% |
| Admin fee / account holder | -$3 | $1,266-100.2% | $10,762-100.0% | $1,587-100.2% |