Filed March 17, 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 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 | $7,694 |
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 | $70,758 | $63,905+10.7% | $74,183-4.6% | $57,658+22.7% |
| Participation rate | 91.8% | 79.8%+12.1pp | 76.6%+15.2pp | 70.2%+21.6pp |
| Annual return | 6.85% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,967 | $1,840+6.9% | $2,370-17.0% | $1,974-0.3% |
| Participant deferral / active EE | $3,614 | $3,448+4.8% | $3,550+1.8% | $3,061+18.1% |
| Admin fee / account holder | $25 | $91-72.7% | $5,586-99.6% | $95-73.7% |