Filed April 26, 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 | $2,694 |
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 | $88,088 | $57,108+54.2% | $94,224-6.5% | $52,331+68.3% |
| Participation rate | 98.4% | 72.9%+25.5pp | 78.8%+19.7pp | 68.1%+30.3pp |
| Annual return | 0.39% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,139 | $1,735-34.4% | $3,587-68.2% | $1,882-39.5% |
| Participant deferral / active EE | $3,648 | $3,040+20.0% | $4,320-15.6% | $3,022+20.7% |
| Admin fee / account holder | $32 | $546-94.1% | $6,269-99.5% | $592-94.5% |