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 | $68,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,514 | $77,197+97.6% | $86,874+75.6% | $93,030+63.9% |
| Participation rate | 91.8% | 78.2%+13.6pp | 71.6%+20.2pp | 73.9%+17.9pp |
| Annual return | 15.20% | 16.31%-1.1pp | 63.52%-48.3pp | 158.70%-143.5pp |
| Employer contribution / active EE | $4,797 | $2,514+90.8% | $2,495+92.2% | $2,706+77.3% |
| Participant deferral / active EE | $7,151 | $3,831+86.7% | $3,699+93.3% | $4,562+56.7% |
| Admin fee / account holder | $23 | $105-78.3% | $5,828-99.6% | $152-85.0% |