Filed August 29, 2006
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 4-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 | $2,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,214 | $89,436+51.2% | $164,813-18.0% | $77,643+74.1% |
| Participation rate | 97.3% | 78.6%+18.7pp | 78.6%+18.7pp | 70.6%+26.7pp |
| Annual return | 15.96% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,844 | $2,569+10.7% | $4,341-34.5% | $2,726+4.3% |
| Participant deferral / active EE | $9,671 | $4,897+97.5% | $6,031+60.3% | $4,647+108.1% |
| Admin fee / account holder | $10 | $339-97.1% | $12,690-99.9% | $430-97.7% |