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 | -$10,401 |
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 | $79,154 | $55,790+41.9% | $76,817+3.0% | $67,579+17.1% |
| Participation rate | 83.7% | 71.1%+12.6pp | 72.1%+11.6pp | 71.3%+12.4pp |
| Annual return | 24.10% | 64.45%-40.4pp | 1166.11%-1142.0pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,640 | $1,810+45.8% | $2,302+14.7% | $2,148+22.9% |
| Participant deferral / active EE | $6,169 | $2,875+114.6% | $3,336+84.9% | $3,539+74.3% |
| Admin fee / account holder | -$17 | $159-110.4% | $6,420-100.3% | $142-111.6% |