Filed June 7, 2007 (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 | $35,023 |
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 | $89,933 | $71,802+25.3% | $133,980-32.9% | $57,658+56.0% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.1%+8.1pp | 70.2%+25.0pp |
| Annual return | 12.31% | 13.51%-1.2pp | 29.30%-17.0pp | 5.13%+7.2pp |
| Employer contribution / active EE | $2,745 | $3,161-13.2% | $5,211-47.3% | $1,974+39.1% |
| Participant deferral / active EE | $10,913 | $4,606+136.9% | $6,282+73.7% | $3,061+256.6% |
| Admin fee / account holder | $61 | $88-30.6% | $9,324-99.3% | $95-35.7% |