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 | $4,688 |
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 | $60,682 | $46,173+31.4% | $170,442-64.4% | $69,631-12.9% |
| Participation rate | 77.3% | 63.9%+13.4pp | 83.6%-6.3pp | 70.7%+6.6pp |
| Annual return | 12.81% | 21.62%-8.8pp | 205.93%-193.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,753 | $1,610+8.9% | $5,433-67.7% | $2,032-13.7% |
| Participant deferral / active EE | $3,075 | $2,080+47.8% | $4,939-37.7% | $3,224-4.6% |
| Admin fee / account holder | $17 | $116-84.9% | $13,880-99.9% | $110-84.2% |