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 | $47,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,230 | $60,776+32.0% | $85,682-6.4% | $79,386+1.1% |
| Participation rate | 87.4% | 62.1%+25.3pp | 69.9%+17.6pp | 70.7%+16.7pp |
| Annual return | 12.06% | 16.57%-4.5pp | 21.49%-9.4pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,415 | $1,663-15.0% | $2,618-46.0% | $2,427-41.7% |
| Participant deferral / active EE | $4,627 | $2,919+58.5% | $3,923+18.0% | $4,046+14.4% |
| Admin fee / account holder | $247 | $438-43.7% | $6,873-96.4% | $626-60.6% |