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 | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,731 | $74,706+65.6% | $75,696+63.5% | $79,386+55.9% |
| Participation rate | 95.0% | 75.3%+19.7pp | 74.8%+20.2pp | 70.7%+24.3pp |
| Annual return | 14.17% | 18.52%-4.4pp | 104.53%-90.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $4,990 | $2,590+92.7% | $2,743+81.9% | $2,427+105.6% |
| Participant deferral / active EE | $4,944 | $3,533+39.9% | $3,821+29.4% | $4,046+22.2% |
| Admin fee / account holder | $3 | $374-99.3% | $3,619-99.9% | $626-99.6% |