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 | -$2,657 |
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 | $46,382 | $43,504+6.6% | $68,793-32.6% | $56,287-17.6% |
| Participation rate | 84.4% | 67.8%+16.6pp | 72.2%+12.2pp | 69.9%+14.6pp |
| Annual return | -6.32% | -3.15%-3.2pp | -4.63%-1.7pp | -9.96%+3.6pp |
| Employer contribution / active EE | $655 | $1,525-57.0% | $2,625-75.0% | $2,111-69.0% |
| Participant deferral / active EE | $1,712 | $2,509-31.8% | $3,311-48.3% | $3,350-48.9% |
| Admin fee / account holder | -$6 | $515-101.2% | $5,131-100.1% | $521-101.2% |