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 | -$10,235 |
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 | $119,872 | $65,118+84.1% | $76,768+56.1% | $55,725+115.1% |
| Participation rate | 92.9% | 79.6%+13.3pp | 77.0%+16.0pp | 70.9%+22.1pp |
| Annual return | -4.18% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,570 | $1,941+83.9% | $2,485+43.7% | $2,078+71.8% |
| Participant deferral / active EE | $6,926 | $3,688+87.8% | $3,852+79.8% | $3,356+106.4% |
| Admin fee / account holder | -$9 | $116-108.1% | $6,675-100.1% | $115-108.2% |