Filed March 14, 2018 (most recent of 6 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 | $38,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,451 | $100,227-9.8% | $169,993-46.8% | $74,419+21.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 19.87% | 66.08%-46.2pp | 53.37%-33.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $5,289 | $4,263+24.1% | $6,785-22.1% | $2,637+100.5% |
| Participant deferral / active EE | $6,108 | $7,143-14.5% | $10,408-41.3% | $4,528+34.9% |
| Admin fee / account holder | $270 | $234+15.3% | $12,815-97.9% | $348-22.3% |