Filed March 9, 2005
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 | $7,550 |
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 | $45,819 | $37,117+23.4% | $147,614-69.0% | $55,191-17.0% |
| Participation rate | 75.5% | 63.6%+11.9pp | 84.6%-9.1pp | 69.2%+6.4pp |
| Annual return | -0.49% | 3.44%-3.9pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,623 | $1,620+0.2% | $5,564-70.8% | $1,899-14.5% |
| Participant deferral / active EE | $2,708 | $1,985+36.4% | $4,895-44.7% | $3,046-11.1% |
| Admin fee / account holder | $27 | $86-68.4% | $11,611-99.8% | $91-70.2% |