Filed March 5, 2006
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 | $51,613 |
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 | $80,640 | $88,324-8.7% | $115,037-29.9% | $55,191+46.1% |
| Participation rate | 83.7% | 72.5%+11.2pp | 81.4%+2.3pp | 69.2%+14.5pp |
| Annual return | 1.07% | 6.30%-5.2pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,952 | $2,805+5.2% | $4,608-35.9% | $1,899+55.5% |
| Participant deferral / active EE | $6,456 | $5,042+28.0% | $6,026+7.1% | $3,046+111.9% |
| Admin fee / account holder | $114 | $105+8.6% | $8,175-98.6% | $91+26.1% |