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 | $1,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,597 | $78,275+54.1% | $109,143+10.5% | $86,799+38.9% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.9%+22.2pp | 72.3%+25.8pp |
| Annual return | 13.56% | 19.14%-5.6pp | 25.75%-12.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,057 | $3,105-33.8% | $3,722-44.7% | $2,405-14.5% |
| Participant deferral / active EE | $7,674 | $3,641+110.8% | $4,653+64.9% | $4,131+85.8% |
| Admin fee / account holder | $8 | $198-96.2% | $6,752-99.9% | $170-95.6% |