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 | $10,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,498 | $81,474-34.3% | $133,956-60.1% | $73,488-27.2% |
| Participation rate | 96.2% | 76.4%+19.8pp | 79.8%+16.3pp | 70.7%+25.5pp |
| Annual return | 21.95% | 19.40%+2.5pp | 45.09%-23.1pp | 28.51%-6.6pp |
| Employer contribution / active EE | $538 | $2,209-75.6% | $3,919-86.3% | $2,270-76.3% |
| Participant deferral / active EE | $4,904 | $3,786+29.5% | $5,048-2.8% | $3,740+31.1% |
| Admin fee / account holder | $59 | $713-91.7% | $8,927-99.3% | $513-88.4% |