Filed March 17, 2006 (most recent of 2 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 | $135,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,786 | $144,389+9.3% | $90,782+73.8% | $75,289+109.6% |
| Participation rate | 99.3% | 92.2%+7.1pp | 82.7%+16.7pp | 72.4%+26.9pp |
| Annual return | -4.21% | 0.91%-5.1pp | -3.42%-0.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $5,634 | $4,529+24.4% | $4,105+37.2% | $2,405+134.3% |
| Participant deferral / active EE | $9,747 | $7,882+23.7% | $5,366+81.6% | $3,739+160.7% |
| Admin fee / account holder | $102 | $102-0.2% | $5,908-98.3% | $102-0.1% |