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 |
|---|---|---|
FIIOC9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $423,492 |
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 | $142,371 | $103,482+37.6% | $130,231+9.3% | $103,482+37.6% |
| Participation rate | 90.3% | 73.3%+17.0pp | 76.3%+14.0pp | 73.3%+17.0pp |
| Annual return | 18.69% | 33.11%-14.4pp | 38.77%-20.1pp | 33.11%-14.4pp |
| Employer contribution / active EE | $2,522 | $3,208-21.4% | $4,126-38.9% | $3,208-21.4% |
| Participant deferral / active EE | $8,953 | $5,207+71.9% | $6,799+31.7% | $5,207+71.9% |
| Admin fee / account holder | $41 | $114-63.9% | $6,020-99.3% | $114-63.9% |