Filed March 29, 2006
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 | $37,721 |
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 | $50,497 | $42,396+19.1% | $67,313-25.0% | $56,287-10.3% |
| Participation rate | 85.9% | 61.0%+24.9pp | 69.1%+16.8pp | 69.9%+16.0pp |
| Annual return | -5.92% | -36.63%+30.7pp | -4.08%-1.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $564 | $1,414-60.1% | $2,566-78.0% | $2,111-73.3% |
| Participant deferral / active EE | $3,203 | $2,360+35.7% | $3,568-10.2% | $3,350-4.4% |
| Admin fee / account holder | $186 | $510-63.5% | $4,507-95.9% | $521-64.3% |