Filed October 24, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,706 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,851 | $37,117+26.2% | $147,614-68.3% | $55,191-15.1% |
| Participation rate | 94.2% | 63.6%+30.6pp | 84.6%+9.6pp | 69.2%+25.0pp |
| Annual return | 5.12% | 3.44%+1.7pp | 61.98%-56.9pp | 10.78%-5.7pp |
| Employer contribution / active EE | $3,344 | $1,620+106.4% | $5,564-39.9% | $1,899+76.1% |
| Participant deferral / active EE | $6,184 | $1,985+211.5% | $4,895+26.3% | $3,046+103.0% |
| Admin fee / account holder | $6 | $86-93.2% | $11,611-100.0% | $91-93.6% |