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 | $1,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,308 | $92,971+18.6% | $96,683+14.1% | $74,419+48.2% |
| Participation rate | 96.3% | 71.5%+24.8pp | 74.3%+22.0pp | 70.7%+25.6pp |
| Annual return | 18.93% | 37.49%-18.6pp | 35.69%-16.8pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,181 | $3,426-36.3% | $3,737-41.6% | $2,637-17.3% |
| Participant deferral / active EE | $8,403 | $3,970+111.6% | $4,878+72.2% | $4,528+85.6% |
| Admin fee / account holder | $7 | $633-98.9% | $6,730-99.9% | $348-98.0% |