Filed July 19, 2006 (most recent of 2 filings on file)
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 | $7,963 |
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 | $119,058 | $66,302+79.6% | $110,238+8.0% | $56,287+111.5% |
| Participation rate | 84.2% | 74.9%+9.3pp | 79.8%+4.4pp | 69.9%+14.3pp |
| Annual return | -5.38% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,947 | $2,047-4.9% | $3,826-49.1% | $2,111-7.8% |
| Participant deferral / active EE | $6,522 | $3,381+92.9% | $4,672+39.6% | $3,350+94.7% |
| Admin fee / account holder | $245 | $698-64.9% | $8,547-97.1% | $521-53.0% |