Filed January 6, 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 | $29,381 |
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 | $45,047 | $71,957-37.4% | $67,652-33.4% | $59,188-23.9% |
| Participation rate | 99.2% | 82.7%+16.6pp | 75.7%+23.6pp | 69.4%+29.8pp |
| Annual return | 7.19% | 8.53%-1.3pp | 6625.04%-6617.8pp | 5.51%+1.7pp |
| Employer contribution / active EE | $3,085 | $2,432+26.9% | $2,266+36.2% | $2,098+47.0% |
| Participant deferral / active EE | $3,283 | $4,211-22.0% | $3,560-7.8% | $3,265+0.6% |
| Admin fee / account holder | $17 | $64-73.8% | $4,821-99.7% | $92-81.7% |