Filed March 27, 2007
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 | $3,826 |
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 | $121,315 | $52,884+129.4% | $84,750+43.1% | $55,167+119.9% |
| Participation rate | 95.5% | 67.5%+27.9pp | 76.6%+18.9pp | 69.0%+26.5pp |
| Annual return | 9.76% | 18.03%-8.3pp | 22.78%-13.0pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,616 | $2,233+17.1% | $3,574-26.8% | $1,963+33.3% |
| Participant deferral / active EE | $6,306 | $2,644+138.5% | $3,712+69.9% | $3,054+106.5% |
| Admin fee / account holder | $17 | $581-97.1% | $5,332-99.7% | $504-96.7% |