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 | -$1,029 |
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 | $153,157 | $81,474+88.0% | $133,956+14.3% | $73,488+108.4% |
| Participation rate | 88.1% | 76.4%+11.7pp | 79.8%+8.2pp | 70.7%+17.4pp |
| Annual return | 15.84% | 19.40%-3.6pp | 45.09%-29.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,264 | $2,209-42.8% | $3,919-67.8% | $2,270-44.3% |
| Participant deferral / active EE | $6,782 | $3,786+79.1% | $5,048+34.4% | $3,740+81.4% |
| Admin fee / account holder | $185 | $713-74.1% | $8,927-97.9% | $513-64.0% |