Filed February 2, 2006 (most recent of 2 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 4-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 | $10,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,671 | $55,415+116.0% | $155,509-23.0% | $74,495+60.6% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 14.03% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,278 | $2,267+132.8% | $4,672+13.0% | $2,623+101.2% |
| Participant deferral / active EE | $8,732 | $2,836+207.9% | $5,626+55.2% | $4,346+100.9% |
| Admin fee / account holder | $76 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |