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 | $2,775 |
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 | $40,775 | $61,214-33.4% | $83,333-51.1% | $56,287-27.6% |
| Participation rate | 77.3% | 72.6%+4.7pp | 77.8%-0.4pp | 69.9%+7.5pp |
| Annual return | -3.44% | 0.42%-3.9pp | 10.63%-14.1pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,382 | $5,091-53.2% | $5,565-57.2% | $3,350-28.9% |
| Admin fee / account holder | $21 | $512-95.9% | $7,510-99.7% | $521-96.0% |