Filed July 14, 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 | $304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,848 | $63,156+59.7% | $122,332-17.6% | $62,292+61.9% |
| Participation rate | 99.1% | 60.0%+39.1pp | 71.6%+27.4pp | 69.5%+29.6pp |
| Annual return | 16.81% | 20.61%-3.8pp | 30.27%-13.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,612 | $1,385+88.6% | $4,050-35.5% | $2,042+27.9% |
| Participant deferral / active EE | $7,124 | $2,321+206.9% | $3,287+116.7% | $3,169+124.8% |
| Admin fee / account holder | $2 | $440-99.6% | $5,478-100.0% | $479-99.7% |