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 |
|---|---|---|
FIIOC4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $715,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,953 | $93,094+5.2% | $106,387-7.9% | $68,904+42.2% |
| Participation rate | 91.8% | 83.9%+7.8pp | 77.5%+14.3pp | 74.1%+17.7pp |
| Annual return | -4.90% | -2.12%-2.8pp | 0.25%-5.2pp | 1.07%-6.0pp |
| Employer contribution / active EE | $2,307 | $3,237-28.7% | $3,520-34.4% | $2,540-9.2% |
| Participant deferral / active EE | $7,449 | $5,445+36.8% | $5,421+37.4% | $4,015+85.5% |
| Admin fee / account holder | $49 | $85-42.5% | $7,510-99.3% | $71-31.3% |