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 | $11,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,346 | $61,156+69.0% | $185,823-44.4% | $79,386+30.2% |
| Participation rate | 97.1% | 66.6%+30.5pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 19.40% | 19.45%-0.1pp | 122.05%-102.7pp | 116.85%-97.5pp |
| Employer contribution / active EE | $4,289 | $2,321+84.8% | $5,167-17.0% | $2,427+76.7% |
| Participant deferral / active EE | $7,376 | $2,789+164.5% | $5,568+32.5% | $4,046+82.3% |
| Admin fee / account holder | $58 | $710-91.8% | $16,237-99.6% | $626-90.7% |