Filed August 21, 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 |
|---|---|---|
FIIOC1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,249 | $69,651+33.9% | $105,218-11.4% | $69,651+33.9% |
| Participation rate | 83.7% | 66.6%+17.1pp | 77.2%+6.5pp | 66.6%+17.1pp |
| Annual return | 4.13% | 53.77%-49.6pp | 5.33%-1.2pp | 53.77%-49.6pp |
| Employer contribution / active EE | $1,876 | $2,241-16.3% | $3,255-42.4% | $2,241-16.3% |
| Participant deferral / active EE | $6,080 | $3,635+67.2% | $4,867+24.9% | $3,635+67.2% |
| Admin fee / account holder | $4 | $63-92.9% | $6,992-99.9% | $63-92.9% |