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 | $50,978 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,636 | $100,801+37.5% | $149,696-7.4% | $73,409+88.9% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.5%+16.6pp | 72.2%+26.9pp |
| Annual return | 13.40% | 265.34%-251.9pp | 276.60%-263.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $4,237 | $3,312+28.0% | $4,644-8.8% | $2,234+89.7% |
| Participant deferral / active EE | $10,774 | $6,404+68.2% | $6,842+57.5% | $3,805+183.1% |
| Admin fee / account holder | $100 | $181-44.8% | $9,309-98.9% | $158-36.8% |