Filed June 22, 2006 (most recent of 5 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 | $14,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,601 | $100,227+18.3% | $169,993-30.2% | $74,419+59.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 22.33% | 66.08%-43.7pp | 53.37%-31.0pp | 34.38%-12.0pp |
| Employer contribution / active EE | $2,839 | $4,263-33.4% | $6,785-58.2% | $2,637+7.6% |
| Participant deferral / active EE | $7,356 | $7,143+3.0% | $10,408-29.3% | $4,528+62.4% |
| Admin fee / account holder | $51 | $234-78.2% | $12,815-99.6% | $348-85.3% |