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 | -$3,503 |
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 | $121,005 | $69,305+74.6% | $82,313+47.0% | $69,631+73.8% |
| Participation rate | 91.8% | 80.3%+11.5pp | 76.9%+14.9pp | 70.7%+21.1pp |
| Annual return | 18.65% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,206 | $1,887+70.0% | $2,428+32.0% | $2,032+57.8% |
| Participant deferral / active EE | $6,063 | $3,568+69.9% | $3,706+63.6% | $3,224+88.1% |
| Admin fee / account holder | -$2 | $97-102.4% | $5,608-100.0% | $110-102.1% |