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 | $3,094 |
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 | $46,681 | $59,535-21.6% | $90,160-48.2% | $62,292-25.1% |
| Participation rate | 91.3% | 73.0%+18.3pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 18.36% | 23.53%-5.2pp | 34.88%-16.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,915 | $4,639-37.2% | $5,288-44.9% | $3,169-8.0% |
| Admin fee / account holder | $21 | $337-93.7% | $5,943-99.6% | $479-95.6% |