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 | $25,295 |
Form 5500 reported that benefits due were not provided when due.
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 | $95,748 | $79,519+20.4% | $95,952-0.2% | $73,409+30.4% |
| Participation rate | 95.9% | 81.2%+14.7pp | 77.1%+18.8pp | 72.2%+23.7pp |
| Annual return | 13.85% | 19.20%-5.3pp | 91.61%-77.8pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,856 | $2,048-9.4% | $2,541-27.0% | $2,234-16.9% |
| Participant deferral / active EE | $4,734 | $4,138+14.4% | $4,167+13.6% | $3,805+24.4% |
| Admin fee / account holder | $67 | $184-63.8% | $6,795-99.0% | $158-57.7% |