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 | $4,569 |
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 | $53,591 | $36,916+45.2% | $156,549-65.8% | $57,658-7.1% |
| Participation rate | 78.8% | 63.4%+15.3pp | 84.0%-5.3pp | 70.2%+8.5pp |
| Annual return | 6.47% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,701 | $1,571+8.3% | $5,501-69.1% | $1,974-13.8% |
| Participant deferral / active EE | $2,966 | $1,926+54.0% | $4,871-39.1% | $3,061-3.1% |
| Admin fee / account holder | $17 | $82-79.2% | $13,027-99.9% | $95-81.8% |