Filed February 10, 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 | $0 |
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 | $50,839 | $39,113+30.0% | $70,014-27.4% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 71.8%-71.8pp | - |
| Annual return | 9.66% | 6.60%+3.1pp | 12.99%-3.3pp | - |
| Employer contribution / active EE | $0 | $1,196-100.0% | $2,338-100.0% | - |
| Participant deferral / active EE | $0 | $2,061-100.0% | $2,931-100.0% | - |
| Admin fee / account holder | $6 | $1,598-99.6% | $4,380-99.9% | - |