Filed March 8, 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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,742 | $84,784-8.3% | $98,439-21.0% | $74,419+4.5% |
| Participation rate | 92.8% | 81.5%+11.3pp | 75.2%+17.7pp | 70.7%+22.1pp |
| Annual return | 23.12% | 20.59%+2.5pp | 21.16%+2.0pp | 34.38%-11.3pp |
| Employer contribution / active EE | $5,047 | $3,364+50.0% | $3,048+65.6% | $2,637+91.4% |
| Participant deferral / active EE | $11,031 | $5,218+111.4% | $4,738+132.8% | $4,528+143.6% |
| Admin fee / account holder | $124 | $204-39.4% | $8,948-98.6% | $348-64.4% |