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 | $12,806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,951 | $65,435-13.0% | $86,677-34.3% | $66,914-14.9% |
| Participation rate | 77.7% | 75.5%+2.2pp | 76.6%+1.1pp | 69.8%+7.9pp |
| Annual return | -10.84% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $762 | $2,153-64.6% | $2,836-73.1% | $2,544-70.1% |
| Participant deferral / active EE | $1,472 | $4,100-64.1% | $4,656-68.4% | $4,237-65.3% |
| Admin fee / account holder | $123 | $642-80.8% | $7,493-98.4% | $593-79.2% |