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 | $94,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,334 | $72,066+86.4% | $81,930+64.0% | $90,288+48.8% |
| Participation rate | 90.1% | 78.9%+11.2pp | 72.0%+18.1pp | 73.4%+16.7pp |
| Annual return | 20.48% | 15.92%+4.6pp | 29.49%-9.0pp | 53.97%-33.5pp |
| Employer contribution / active EE | $4,151 | $2,335+77.8% | $4,310-3.7% | $2,524+64.4% |
| Participant deferral / active EE | $6,287 | $3,557+76.8% | $7,107-11.5% | $4,232+48.5% |
| Admin fee / account holder | $30 | $92-67.1% | $5,158-99.4% | $114-73.3% |