Filed March 22, 2007 (most recent of 3 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 | $17,356 |
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 | $136,212 | $69,305+96.5% | $82,313+65.5% | $69,631+95.6% |
| Participation rate | 97.4% | 80.3%+17.1pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 19.57% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $5,966 | $1,887+216.2% | $2,428+145.7% | $2,032+193.6% |
| Participant deferral / active EE | $7,270 | $3,568+103.7% | $3,706+96.2% | $3,224+125.5% |
| Admin fee / account holder | $36 | $97-63.3% | $5,608-99.4% | $110-67.7% |