Filed February 24, 2006 (most recent of 4 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 | $15,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,451 | $111,491-35.0% | $189,513-61.8% | $86,799-16.5% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.8%+7.8pp | 72.3%+23.3pp |
| Annual return | 20.18% | 83.50%-63.3pp | 555.15%-535.0pp | 97.91%-77.7pp |
| Employer contribution / active EE | $3,124 | $3,951-20.9% | $6,162-49.3% | $2,405+29.9% |
| Participant deferral / active EE | $7,584 | $6,437+17.8% | $8,221-7.8% | $4,131+83.6% |
| Admin fee / account holder | $24 | $189-87.1% | $12,045-99.8% | $170-85.7% |