Filed June 14, 2006 (most recent of 2 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 | $2,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,488 | $81,625+8.4% | $167,512-47.2% | $74,304+19.1% |
| Participation rate | 94.2% | 60.0%+34.2pp | 77.1%+17.2pp | 60.3%+33.9pp |
| Annual return | 15.46% | 26.09%-10.6pp | 1615.79%-1600.3pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,874 | $2,010+142.4% | $3,882+25.6% | $2,241+117.5% |
| Participant deferral / active EE | $17,327 | $4,115+321.1% | $6,405+170.5% | $3,767+359.9% |
| Admin fee / account holder | $18 | $3,474-99.5% | $9,769-99.8% | $2,969-99.4% |