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 | -$38,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,660 | $69,823+34.1% | $77,163+21.4% | $74,419+25.9% |
| Participation rate | 94.0% | 70.0%+24.0pp | 69.6%+24.4pp | 70.7%+23.3pp |
| Annual return | 19.73% | 19.98%-0.2pp | 37.87%-18.1pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,187 | $2,150+48.2% | $2,535+25.7% | $2,637+20.8% |
| Participant deferral / active EE | $7,049 | $3,558+98.1% | $3,833+83.9% | $4,528+55.7% |
| Admin fee / account holder | -$57 | $398-114.3% | $5,472-101.0% | $348-116.4% |