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 |
|---|---|---|
FIIOC6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $776,581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,230 | $114,568+18.0% | $379,746-64.4% | $93,223+45.1% |
| Participation rate | 91.4% | 89.4%+2.0pp | 78.4%+12.9pp | 74.9%+16.5pp |
| Annual return | 15.26% | 16.38%-1.1pp | 34.90%-19.6pp | 19.29%-4.0pp |
| Employer contribution / active EE | $828 | $3,213-74.2% | $3,540-76.6% | $2,680-69.1% |
| Participant deferral / active EE | $7,945 | $6,118+29.9% | $6,024+31.9% | $4,563+74.1% |
| Admin fee / account holder | $56 | $72-22.3% | $7,927-99.3% | $79-29.0% |