Filed December 15, 2006
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 | $16,958 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,782 | $37,117+1.8% | $147,614-74.4% | $55,191-31.5% |
| Participation rate | 78.3% | 63.6%+14.7pp | 84.6%-6.3pp | 69.2%+9.1pp |
| Annual return | 2.91% | 3.44%-0.5pp | 61.98%-59.1pp | 10.78%-7.9pp |
| Employer contribution / active EE | $819 | $1,620-49.5% | $5,564-85.3% | $1,899-56.9% |
| Participant deferral / active EE | $2,378 | $1,985+19.7% | $4,895-51.4% | $3,046-22.0% |
| Admin fee / account holder | $34 | $86-60.1% | $11,611-99.7% | $91-62.4% |