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 | $10,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,933 | $61,272+64.7% | $149,673-32.6% | $71,457+41.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.37% | 35.85%-18.5pp | 134.42%-117.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,925 | $2,378+107.1% | $4,818+2.2% | $2,588+90.3% |
| Participant deferral / active EE | $8,131 | $2,917+178.7% | $5,680+43.1% | $4,289+89.6% |
| Admin fee / account holder | $52 | $1,261-95.9% | $13,210-99.6% | $1,587-96.8% |