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 | -$29,990 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,636 | $56,503+42.7% | $70,092+15.0% | $64,808+24.4% |
| Participation rate | 94.8% | 70.5%+24.3pp | 70.5%+24.3pp | 71.5%+23.3pp |
| Annual return | -17.91% | -13.44%-4.5pp | 190.73%-208.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,989 | $2,046+46.1% | $2,559+16.8% | $2,506+19.3% |
| Participant deferral / active EE | $6,723 | $3,389+98.4% | $3,849+74.7% | $4,310+56.0% |
| Admin fee / account holder | -$47 | $160-129.2% | $6,267-100.7% | $188-125.0% |