Filed March 8, 2006 (most recent of 2 filings on file)
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 | $2,165 |
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 | $98,174 | $60,795+61.5% | $69,455+41.3% | $65,185+50.6% |
| Participation rate | 95.7% | 74.9%+20.8pp | 74.6%+21.0pp | 70.2%+25.5pp |
| Annual return | 21.78% | 17.46%+4.3pp | 28.97%-7.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,342 | $2,452+77.1% | $2,779+56.2% | $2,177+99.5% |
| Participant deferral / active EE | $4,058 | $3,162+28.4% | $3,535+14.8% | $3,514+15.5% |
| Admin fee / account holder | $12 | $314-96.1% | $3,839-99.7% | $847-98.6% |