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 | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,490 | $65,557+38.0% | $64,056+41.3% | $71,457+26.6% |
| Participation rate | 96.0% | 73.2%+22.8pp | 72.3%+23.7pp | 67.9%+28.1pp |
| Annual return | 15.27% | 18.94%-3.7pp | 33.69%-18.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,818 | $2,669+80.5% | $2,747+75.4% | $2,588+86.2% |
| Participant deferral / active EE | $5,001 | $3,626+37.9% | $3,880+28.9% | $4,289+16.6% |
| Admin fee / account holder | $5 | $616-99.2% | $3,068-99.8% | $1,587-99.7% |