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 | $11,707 |
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 | $145,166 | $58,726+147.2% | $92,233+57.4% | $62,292+133.0% |
| Participation rate | 92.2% | 68.3%+23.8pp | 76.5%+15.7pp | 69.5%+22.6pp |
| Annual return | 16.57% | 43.62%-27.0pp | 176.28%-159.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,709 | $2,392+13.3% | $3,679-26.4% | $2,042+32.6% |
| Participant deferral / active EE | $6,185 | $2,766+123.6% | $3,897+58.7% | $3,169+95.2% |
| Admin fee / account holder | $56 | $556-90.0% | $5,194-98.9% | $479-88.4% |