Filed February 3, 2006 (most recent of 2 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 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 35-0472300 | Loan Processing | $21,313 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,927 |
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 | $16,557 | $44,794-63.0% | $90,281-81.7% | $77,787-78.7% |
| Participation rate | 99.3% | 66.6%+32.7pp | 73.3%+26.0pp | 73.2%+26.0pp |
| Annual return | 22.69% | 28.23%-5.5pp | 78.10%-55.4pp | 32.57%-9.9pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,959 | $2,642+12.0% | $3,885-23.9% | $3,967-25.4% |
| Admin fee / account holder | $16 | $94-82.8% | $5,351-99.7% | $100-83.8% |