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 | $8,040 |
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 | $73,743 | $65,118+13.2% | $76,768-3.9% | $55,725+32.3% |
| Participation rate | 96.5% | 79.6%+16.9pp | 77.0%+19.5pp | 70.9%+25.6pp |
| Annual return | -4.28% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,261 | $1,941+16.5% | $2,485-9.0% | $2,078+8.8% |
| Participant deferral / active EE | $4,334 | $3,688+17.5% | $3,852+12.5% | $3,356+29.2% |
| Admin fee / account holder | $22 | $116-80.6% | $6,675-99.7% | $115-80.5% |