Filed September 8, 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 35-0145825 | Loan Processing | $68,220 |
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 | $65,193 | $51,620+26.3% | $90,281-27.8% | $65,1850% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.81% | 24.94%-1.1pp | 78.10%-54.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $5,478 | $2,235+145.1% | $2,854+91.9% | $2,177+151.7% |
| Participant deferral / active EE | $5,783 | $2,871+101.4% | $3,885+48.8% | $3,514+64.6% |
| Admin fee / account holder | $5 | $384-98.8% | $5,351-99.9% | $847-99.5% |