Filed July 19, 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 | $10,127 |
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 | $47,640 | $57,108-16.6% | $94,224-49.4% | $52,331-9.0% |
| Participation rate | 98.7% | 72.9%+25.7pp | 78.8%+19.9pp | 68.1%+30.6pp |
| Annual return | 1.96% | 1.47%+0.5pp | 10.68%-8.7pp | 4.54%-2.6pp |
| Employer contribution / active EE | $660 | $1,735-62.0% | $3,587-81.6% | $1,882-64.9% |
| Participant deferral / active EE | $3,507 | $3,040+15.4% | $4,320-18.8% | $3,022+16.0% |
| Admin fee / account holder | $55 | $546-89.9% | $6,269-99.1% | $592-90.7% |