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 | $4,894 |
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 | $68,867 | $62,928+9.4% | $172,739-60.1% | $67,579+1.9% |
| Participation rate | 75.8% | 64.5%+11.3pp | 82.6%-6.8pp | 71.3%+4.5pp |
| Annual return | 16.35% | 30.36%-14.0pp | 802.84%-786.5pp | 378.56%-362.2pp |
| Employer contribution / active EE | $1,740 | $1,636+6.4% | $5,143-66.2% | $2,148-19.0% |
| Participant deferral / active EE | $3,499 | $2,145+63.1% | $5,198-32.7% | $3,539-1.1% |
| Admin fee / account holder | $18 | $167-89.0% | $13,954-99.9% | $142-87.1% |