Filed December 11, 2006 (most recent of 4 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 | $3,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,495 | $48,313-7.9% | $73,307-39.3% | $52,331-15.0% |
| Participation rate | 90.8% | 68.6%+22.2pp | 74.9%+15.9pp | 68.1%+22.7pp |
| Annual return | 1.75% | 3.85%-2.1pp | 5.67%-3.9pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,050 | $4,189-27.2% | $4,991-38.9% | $3,022+0.9% |
| Admin fee / account holder | $19 | $404-95.3% | $5,637-99.7% | $592-96.8% |