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 |
|---|---|---|
FIIOC10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $344,144 |
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 | $170,033 | $148,970+14.1% | $136,007+25.0% | $199,593-14.8% |
| Participation rate | 90.4% | 79.4%+11.0pp | 76.5%+13.9pp | 72.0%+18.4pp |
| Annual return | 15.18% | 27.07%-11.9pp | 579.32%-564.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $3,058 | $3,561-14.1% | $4,217-27.5% | $3,034+0.8% |
| Participant deferral / active EE | $11,228 | $6,140+82.9% | $7,025+59.8% | $5,087+120.7% |
| Admin fee / account holder | $38 | $144-73.4% | $6,858-99.4% | $269-85.8% |