Filed June 27, 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 | $11,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,589 | $87,841-2.6% | $133,980-36.1% | $62,891+36.1% |
| Participation rate | 90.4% | 83.4%+7.0pp | 87.1%+3.4pp | 69.3%+21.1pp |
| Annual return | 5.66% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,361 | $3,483-60.9% | $5,211-73.9% | $2,281-40.3% |
| Participant deferral / active EE | $4,643 | $4,812-3.5% | $6,282-26.1% | $3,203+44.9% |
| Admin fee / account holder | $100 | $5,371-98.1% | $9,324-98.9% | $4,296-97.7% |