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 | $33,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,997 | $82,978+103.7% | $129,995+30.0% | $71,457+136.5% |
| Participation rate | 95.0% | 74.1%+20.9pp | 78.5%+16.5pp | 67.9%+27.1pp |
| Annual return | 17.82% | 20.60%-2.8pp | -137.18%+155.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,339 | $2,622-10.8% | $4,320-45.8% | $2,588-9.6% |
| Participant deferral / active EE | $8,606 | $4,432+94.2% | $5,820+47.9% | $4,289+100.7% |
| Admin fee / account holder | $132 | $1,729-92.4% | $10,614-98.8% | $1,587-91.7% |