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 7-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 | $14,936 |
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $10,756 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,644 | $76,050-62.3% | $96,544-70.3% | $71,457-59.9% |
| Participation rate | 97.5% | 74.4%+23.1pp | 76.0%+21.6pp | 67.9%+29.6pp |
| Annual return | 15.36% | 22.81%-7.5pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,720 | $2,244-23.4% | $2,965-42.0% | $2,588-33.5% |
| Participant deferral / active EE | $2,370 | $4,215-43.8% | $4,851-51.2% | $4,289-44.7% |
| Admin fee / account holder | $105 | $2,707-96.1% | $8,252-98.7% | $1,587-93.4% |