Filed February 21, 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 35-0145825 | Loan Processing | $43,334 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,929 | $71,802-37.4% | $133,980-66.5% | $57,658-22.1% |
| Participation rate | 85.4% | 85.5%-0.1pp | 87.1%-1.7pp | 70.2%+15.1pp |
| Annual return | 9.51% | 13.51%-4.0pp | 29.30%-19.8pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,971 | $3,161-37.6% | $5,211-62.2% | $1,974-0.1% |
| Participant deferral / active EE | $1,098 | $4,606-76.2% | $6,282-82.5% | $3,061-64.1% |
| Admin fee / account holder | $0 | $88-99.5% | $9,324-100.0% | $95-99.6% |