Filed September 22, 2010 (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 | -$11,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,939 | $62,603+46.9% | $104,294-11.8% | $66,914+37.4% |
| Participation rate | 92.2% | 59.6%+32.6pp | 73.3%+19.0pp | 69.8%+22.4pp |
| Annual return | -17.66% | -14.70%-3.0pp | 24.61%-42.3pp | 1.58%-19.2pp |
| Employer contribution / active EE | $7,776 | $1,972+294.4% | $3,372+130.6% | $2,544+205.7% |
| Participant deferral / active EE | $3,864 | $2,853+35.5% | $4,625-16.5% | $4,237-8.8% |
| Admin fee / account holder | -$27 | $656-104.2% | $7,339-100.4% | $593-104.6% |