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 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 | -$5,492 |
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 | $63,661 | $53,925+18.1% | $75,670-15.9% | $69,631-8.6% |
| Participation rate | 84.5% | 71.2%+13.3pp | 72.3%+12.1pp | 70.7%+13.8pp |
| Annual return | 22.72% | 17.84%+4.9pp | 27.34%-4.6pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $2,590 | $1,802+43.7% | $2,352+10.1% | $2,032+27.4% |
| Participant deferral / active EE | $5,376 | $2,569+109.2% | $3,142+71.1% | $3,224+66.8% |
| Admin fee / account holder | -$9 | $97-109.3% | $5,800-100.2% | $110-108.2% |