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 | $1,721 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,237 | $106,236-16.0% | $112,228-20.5% | $64,808+37.7% |
| Participation rate | 98.0% | 71.7%+26.3pp | 75.1%+23.0pp | 71.5%+26.6pp |
| Annual return | -16.78% | -6.02%-10.8pp | 27.45%-44.2pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,192 | $3,166-30.8% | $3,635-39.7% | $2,506-12.5% |
| Participant deferral / active EE | $7,819 | $3,785+106.6% | $4,728+65.4% | $4,310+81.4% |
| Admin fee / account holder | $6 | $452-98.6% | $6,410-99.9% | $188-96.7% |