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 | $40,809 |
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 | $73,078 | $55,636+31.3% | $81,983-10.9% | $73,488-0.6% |
| Participation rate | 86.0% | 62.3%+23.8pp | 69.2%+16.8pp | 70.7%+15.4pp |
| Annual return | 13.41% | 19.07%-5.7pp | 41.31%-27.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,188 | $1,625-26.8% | $2,498-52.4% | $2,270-47.6% |
| Participant deferral / active EE | $4,017 | $2,762+45.4% | $3,722+7.9% | $3,740+7.4% |
| Admin fee / account holder | $214 | $493-56.6% | $5,664-96.2% | $513-58.4% |