Filed April 8, 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 7-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 | -$1,112 |
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 | $39,866 | $46,072-13.5% | $70,014-43.1% | $55,167-27.7% |
| Participation rate | 84.5% | 67.5%+17.0pp | 71.8%+12.6pp | 69.0%+15.5pp |
| Annual return | 7.78% | 8.68%-0.9pp | 12.99%-5.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $772 | $1,500-48.5% | $2,338-67.0% | $1,963-60.6% |
| Participant deferral / active EE | $1,846 | $2,344-21.2% | $2,931-37.0% | $3,054-39.6% |
| Admin fee / account holder | -$6 | $428-101.4% | $4,380-100.1% | $504-101.2% |