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 |
|---|---|---|
FIIOC2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $621,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,195 | $329,111-69.9% | $108,745-8.8% | $329,111-69.9% |
| Participation rate | 85.4% | 67.9%+17.5pp | 77.7%+7.7pp | 67.9%+17.5pp |
| Annual return | 8.15% | 16.35%-8.2pp | 46.22%-38.1pp | 16.35%-8.2pp |
| Employer contribution / active EE | $2,012 | $2,303-12.7% | $3,323-39.5% | $2,303-12.7% |
| Participant deferral / active EE | $6,551 | $3,682+77.9% | $5,121+27.9% | $3,682+77.9% |
| Admin fee / account holder | $46 | $754-93.9% | $6,144-99.3% | $754-93.9% |