Filed April 14, 2007
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 | -$15,347 |
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 | $103,950 | $72,770+42.8% | $67,652+53.7% | $55,191+88.3% |
| Participation rate | 88.7% | 78.8%+9.9pp | 75.7%+13.1pp | 69.2%+19.6pp |
| Annual return | 0.74% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.0pp |
| Employer contribution / active EE | $3,279 | $1,769+85.3% | $2,266+44.7% | $1,899+72.7% |
| Participant deferral / active EE | $6,062 | $3,408+77.9% | $3,560+70.3% | $3,046+99.0% |
| Admin fee / account holder | -$16 | $79-120.1% | $4,821-100.3% | $91-117.5% |