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 | $59,754 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,533 | $75,388+28.0% | $123,544-21.9% | $55,725+73.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -6.71% | 4.48%-11.2pp | 119.20%-125.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $3,650 | $3,063+19.1% | $4,628-21.1% | $2,078+75.6% |
| Participant deferral / active EE | $9,469 | $5,651+67.6% | $6,426+47.4% | $3,356+182.2% |
| Admin fee / account holder | $117 | $120-2.5% | $9,284-98.7% | $115+1.3% |