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 | $368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,640 | $44,221+161.5% | $121,196-4.6% | $56,287+105.4% |
| Participation rate | 92.8% | 61.1%+31.7pp | 71.7%+21.1pp | 69.9%+22.9pp |
| Annual return | 11.92% | -3.58%+15.5pp | 16.93%-5.0pp | -9.96%+21.9pp |
| Employer contribution / active EE | $2,248 | $1,480+51.9% | $4,022-44.1% | $2,111+6.5% |
| Participant deferral / active EE | $6,380 | $2,521+153.0% | $3,344+90.8% | $3,350+90.5% |
| Admin fee / account holder | $2 | $480-99.6% | $5,019-100.0% | $521-99.6% |