Filed March 29, 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 | $126,565 |
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 | $37,806 | $63,905-40.8% | $74,183-49.0% | $57,658-34.4% |
| Participation rate | 99.7% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 10.21% | 60.60%-50.4pp | 17.74%-7.5pp | 5.13%+5.1pp |
| Employer contribution / active EE | $3,462 | $1,840+88.1% | $2,370+46.1% | $1,974+75.4% |
| Participant deferral / active EE | $4,197 | $3,448+21.7% | $3,550+18.2% | $3,061+37.1% |
| Admin fee / account holder | $127 | $91+39.4% | $5,586-97.7% | $95+34.3% |