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 | $37,209 |
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 | $63,912 | $47,922+33.4% | $75,886-15.8% | $65,185-2.0% |
| Participation rate | 81.3% | 63.0%+18.3pp | 69.3%+12.0pp | 70.2%+11.1pp |
| Annual return | 22.71% | 24.12%-1.4pp | 30.76%-8.0pp | 29.38%-6.7pp |
| Employer contribution / active EE | $557 | $1,557-64.2% | $2,500-77.7% | $2,177-74.4% |
| Participant deferral / active EE | $3,222 | $2,550+26.3% | $3,603-10.6% | $3,514-8.3% |
| Admin fee / account holder | $189 | $532-64.5% | $5,418-96.5% | $847-77.7% |