Filed May 10, 2006 (most recent of 4 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 | $175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,255 | $54,762+419.1% | $90,281+214.9% | $72,985+289.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.64% | 30.63%-4.0pp | 78.10%-51.5pp | 81.00%-54.4pp |
| Employer contribution / active EE | $18,102 | $2,092+765.1% | $2,854+534.2% | $2,440+641.9% |
| Participant deferral / active EE | $14,709 | $2,887+409.5% | $3,885+278.6% | $3,607+307.8% |
| Admin fee / account holder | $1 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |