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 | $33,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,032 | $86,655+66.2% | $119,609+20.4% | $66,914+115.2% |
| Participation rate | 89.4% | 75.6%+13.8pp | 79.3%+10.1pp | 69.8%+19.5pp |
| Annual return | -14.07% | -8.00%-6.1pp | -14.97%+0.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,083 | $2,536-17.9% | $4,232-50.8% | $2,544-18.1% |
| Participant deferral / active EE | $7,887 | $4,358+81.0% | $5,602+40.8% | $4,237+86.2% |
| Admin fee / account holder | $137 | $755-81.9% | $10,323-98.7% | $593-76.9% |