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 | $9,075 |
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 | $82,220 | $69,305+18.6% | $82,313-0.1% | $69,631+18.1% |
| Participation rate | 93.4% | 80.3%+13.2pp | 76.9%+16.5pp | 70.7%+22.8pp |
| Annual return | 18.94% | 21.47%-2.5pp | 25.88%-6.9pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,079 | $1,887+10.2% | $2,428-14.4% | $2,032+2.3% |
| Participant deferral / active EE | $4,048 | $3,568+13.4% | $3,706+9.2% | $3,224+25.6% |
| Admin fee / account holder | $28 | $97-71.6% | $5,608-99.5% | $110-75.0% |