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 | $4,588 |
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 | $60,003 | $37,196+61.3% | $154,107-61.1% | $55,725+7.7% |
| Participation rate | 76.6% | 64.1%+12.5pp | 83.0%-6.4pp | 70.9%+5.8pp |
| Annual return | -2.71% | 1319.68%-1322.4pp | 735.12%-737.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,745 | $1,614+8.1% | $5,298-67.1% | $2,078-16.0% |
| Participant deferral / active EE | $3,214 | $2,068+55.4% | $5,081-36.7% | $3,356-4.2% |
| Admin fee / account holder | $17 | $102-82.8% | $13,411-99.9% | $115-84.8% |