Filed June 17, 2006
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 | $27,556 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $53,053-38.5% | $126,539-74.2% | $74,304-56.1% |
| Participation rate | 83.6% | 48.0%+35.6pp | 69.8%+13.8pp | 60.3%+23.3pp |
| Annual return | 16.80% | 29.46%-12.7pp | 425.95%-409.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,476 | $1,168+26.5% | $3,674-59.8% | $2,241-34.1% |
| Participant deferral / active EE | $4,281 | $2,303+85.9% | $4,083+4.9% | $3,767+13.6% |
| Admin fee / account holder | $177 | $3,698-95.2% | $6,065-97.1% | $2,969-94.1% |