Filed January 30, 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 | $68,860 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,055 | $65,708+50.7% | $76,817+28.9% | $77,787+27.3% |
| Participation rate | 95.1% | 79.0%+16.1pp | 72.1%+23.0pp | 73.2%+21.9pp |
| Annual return | 22.87% | 49.86%-27.0pp | 1166.11%-1143.2pp | 32.57%-9.7pp |
| Employer contribution / active EE | $2,936 | $2,167+35.5% | $2,302+27.6% | $2,504+17.2% |
| Participant deferral / active EE | $6,174 | $3,254+89.8% | $3,336+85.1% | $3,967+55.6% |
| Admin fee / account holder | $33 | $91-63.4% | $6,420-99.5% | $100-66.7% |