Filed March 29, 2006 (most recent of 3 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 04-2647786 | Loan Processing | $5,208 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $143,028 | $149,734-4.5% | $118,925+20.3% | $158,922-10.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 13.72% | 19.95%-6.2pp | 35.88%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,779 | $4,115-32.5% | $3,263-14.8% | $4,761-41.6% |
| Participant deferral / active EE | $6,769 | $5,223+29.6% | $4,265+58.7% | $5,982+13.1% |
| Admin fee / account holder | $74 | $8,603-99.1% | $6,581-98.9% | $11,246-99.3% |