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 | $276,906 |
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 | $169,689 | $2,226,388-92.4% | $91,001+86.5% | $177,276-4.3% |
| Participation rate | 85.0% | 85.1%-0.1pp | 75.6%+9.4pp | 74.8%+10.2pp |
| Annual return | 32.29% | 20.16%+12.1pp | 4.60%+27.7pp | 21.25%+11.0pp |
| Employer contribution / active EE | $5,459 | $4,139+31.9% | $2,456+122.3% | $2,479+120.2% |
| Participant deferral / active EE | $4,610 | $6,423-28.2% | $3,547+29.9% | $3,881+18.8% |
| Admin fee / account holder | $30 | $1,921-98.4% | $5,417-99.4% | $154-80.6% |