Filed February 7, 2007 (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 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 | $83,705 |
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 | $159,017 | $120,005+32.5% | $68,509+132.1% | $67,505+135.6% |
| Participation rate | 97.1% | 87.9%+9.1pp | 74.7%+22.4pp | 71.2%+25.9pp |
| Annual return | 5.10% | 2.25%+2.9pp | 8.27%-3.2pp | 6.52%-1.4pp |
| Employer contribution / active EE | $6,902 | $4,267+61.7% | $2,278+203.0% | $2,173+217.6% |
| Participant deferral / active EE | $6,099 | $6,452-5.5% | $3,382+80.3% | $3,597+69.6% |
| Admin fee / account holder | $12 | $71-83.7% | $5,275-99.8% | $56-79.3% |