Filed January 14, 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 | $57,066 |
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 | $294,253 | $50,127+487.0% | $149,673+96.6% | $80,160+267.1% |
| Participation rate | 89.0% | 64.3%+24.7pp | 78.8%+10.2pp | 72.9%+16.1pp |
| Annual return | 20.36% | 29.82%-9.5pp | 134.42%-114.1pp | 40.38%-20.0pp |
| Employer contribution / active EE | $13,995 | $1,865+650.6% | $4,818+190.5% | $2,978+370.0% |
| Participant deferral / active EE | $10,739 | $3,194+236.2% | $5,680+89.1% | $5,017+114.0% |
| Admin fee / account holder | $56 | $153-63.6% | $13,210-99.6% | $145-61.7% |