Filed January 6, 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 | $24,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,181 | $58,758+72.2% | $70,014+44.5% | $63,975+58.2% |
| Participation rate | 79.1% | 77.5%+1.6pp | 71.8%+7.3pp | 71.1%+7.9pp |
| Annual return | 7.75% | 18.05%-10.3pp | 12.99%-5.2pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,538 | $1,973+28.6% | $2,338+8.5% | $2,182+16.3% |
| Participant deferral / active EE | $5,462 | $2,912+87.6% | $2,931+86.4% | $3,356+62.7% |
| Admin fee / account holder | $7 | $71-90.2% | $4,380-99.8% | $70-90.2% |