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 |
|---|---|---|
FIIOC5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $645,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,008 | $82,204+44.8% | $392,568-69.7% | $82,204+44.8% |
| Participation rate | 91.6% | 73.4%+18.2pp | 78.1%+13.6pp | 73.4%+18.2pp |
| Annual return | 23.24% | 26.31%-3.1pp | 24.42%-1.2pp | 26.31%-3.1pp |
| Employer contribution / active EE | $2,280 | $2,707-15.8% | $3,783-39.7% | $2,707-15.8% |
| Participant deferral / active EE | $7,538 | $4,246+77.6% | $5,985+26.0% | $4,246+77.6% |
| Admin fee / account holder | $45 | $76-40.3% | $6,260-99.3% | $76-40.3% |