Filed July 27, 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 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 | $3,961 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,568 | $65,376+0.3% | $87,100-24.7% | $65,185+0.6% |
| Participation rate | 84.4% | 75.3%+9.1pp | 76.9%+7.6pp | 70.2%+14.2pp |
| Annual return | -42.03% | 31.27%-73.3pp | 28.19%-70.2pp | 29.38%-71.4pp |
| Employer contribution / active EE | $1,361 | $1,822-25.3% | $2,521-46.0% | $2,177-37.5% |
| Participant deferral / active EE | $2,361 | $3,388-30.3% | $4,049-41.7% | $3,514-32.8% |
| Admin fee / account holder | $115 | $520-77.8% | $7,497-98.5% | $847-86.4% |