Filed March 22, 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 | $26,319 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,091 | $41,647-85.4% | $96,139-93.7% | $86,799-93.0% |
| Participation rate | 90.3% | 50.2%+40.1pp | 68.4%+21.9pp | 72.3%+18.1pp |
| Annual return | 13.79% | 27.24%-13.5pp | 191.94%-178.2pp | 97.91%-84.1pp |
| Employer contribution / active EE | $321 | $1,318-75.6% | $2,797-88.5% | $2,405-86.6% |
| Participant deferral / active EE | $1,485 | $2,412-38.4% | $4,349-65.8% | $4,131-64.0% |
| Admin fee / account holder | $30 | $169-82.5% | $5,537-99.5% | $170-82.5% |