Filed February 6, 2007
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 | $2,776 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,664 | $66,601+27.1% | $92,893-8.9% | $67,579+25.3% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 22.73% | 92.58%-69.8pp | 109.41%-86.7pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,587 | $2,775-42.8% | $3,653-56.5% | $2,148-26.1% |
| Participant deferral / active EE | $5,800 | $3,157+83.8% | $4,236+36.9% | $3,539+63.9% |
| Admin fee / account holder | $5 | $199-97.4% | $5,794-99.9% | $142-96.4% |