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 |
|---|---|---|
FIIOC8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $516,879 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,377 | $78,044+49.1% | $115,756+0.5% | $78,044+49.1% |
| Participation rate | 92.4% | 74.4%+17.9pp | 77.1%+15.3pp | 74.4%+17.9pp |
| Annual return | -16.42% | 10.87%-27.3pp | 143.14%-159.6pp | 10.87%-27.3pp |
| Employer contribution / active EE | $2,385 | $3,125-23.7% | $3,793-37.1% | $3,125-23.7% |
| Participant deferral / active EE | $8,238 | $5,084+62.0% | $6,254+31.7% | $5,084+62.0% |
| Admin fee / account holder | $46 | $79-42.2% | $8,124-99.4% | $79-42.2% |