Filed December 1, 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 | $50,181 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,975 | $407,990-90.0% | $121,196-66.2% | $75,289-45.6% |
| Participation rate | 73.5% | 59.5%+14.0pp | 71.7%+1.7pp | 72.4%+1.1pp |
| Annual return | -4.45% | 2.93%-7.4pp | 16.93%-21.4pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,357 | $1,846-26.5% | $4,022-66.3% | $2,405-43.6% |
| Participant deferral / active EE | $2,363 | $2,201+7.4% | $3,344-29.3% | $3,739-36.8% |
| Admin fee / account holder | $28 | $455-93.9% | $5,019-99.4% | $102-72.7% |