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 | $54,635 |
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 | $117,928 | $88,122+33.8% | $141,162-16.5% | $67,579+74.5% |
| Participation rate | 99.7% | 76.5%+23.3pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 21.61% | 75.40%-53.8pp | 71.39%-49.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $3,814 | $3,224+18.3% | $4,735-19.4% | $2,148+77.6% |
| Participant deferral / active EE | $9,789 | $5,958+64.3% | $6,709+45.9% | $3,539+176.6% |
| Admin fee / account holder | $106 | $131-19.3% | $10,261-99.0% | $142-25.7% |