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 | $2,159 |
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 | $105,975 | $91,517+15.8% | $101,248+4.7% | $73,409+44.4% |
| Participation rate | 96.9% | 73.8%+23.1pp | 75.8%+21.1pp | 72.2%+24.7pp |
| Annual return | 16.07% | 17.17%-1.1pp | 46.47%-30.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,881 | $2,877-34.6% | $3,660-48.6% | $2,234-15.8% |
| Participant deferral / active EE | $7,181 | $3,338+115.1% | $4,370+64.3% | $3,805+88.7% |
| Admin fee / account holder | $7 | $216-97.0% | $5,945-99.9% | $158-95.9% |