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 | $11,135 |
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 | $43,010 | $66,302-35.1% | $110,238-61.0% | $56,287-23.6% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.5pp |
| Annual return | -4.56% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $778 | $2,047-62.0% | $3,826-79.7% | $2,111-63.1% |
| Participant deferral / active EE | $4,019 | $3,381+18.9% | $4,672-14.0% | $3,350+20.0% |
| Admin fee / account holder | $64 | $698-90.9% | $8,547-99.3% | $521-87.8% |