Filed July 10, 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 | $48,979 |
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $46,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,706 | $99,078-13.5% | $96,544-11.2% | $74,419+15.2% |
| Participation rate | 92.2% | 80.7%+11.5pp | 76.0%+16.2pp | 70.7%+21.4pp |
| Annual return | 18.01% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,321 | $2,570+29.2% | $2,965+12.0% | $2,637+25.9% |
| Participant deferral / active EE | $7,849 | $4,933+59.1% | $4,851+61.8% | $4,528+73.3% |
| Admin fee / account holder | $278 | $225+23.7% | $8,252-96.6% | $348-20.1% |