Filed February 21, 2006 (most recent of 3 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 | $109,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,599 | $130,655+19.9% | $93,789+67.0% | $64,808+141.6% |
| Participation rate | 99.8% | 84.9%+14.9pp | 81.0%+18.8pp | 71.5%+28.3pp |
| Annual return | -16.09% | -14.04%-2.0pp | -11.33%-4.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $6,348 | $5,594+13.5% | $4,323+46.9% | $2,506+153.3% |
| Participant deferral / active EE | $7,311 | $8,067-9.4% | $6,094+20.0% | $4,310+69.6% |
| Admin fee / account holder | $86 | $140-38.3% | $7,195-98.8% | $188-54.0% |