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 | $4,477 |
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 | $73,892 | $52,293+41.3% | $178,490-58.6% | $73,409+0.7% |
| Participation rate | 77.9% | 65.3%+12.6pp | 81.9%-4.0pp | 72.2%+5.8pp |
| Annual return | 11.98% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,039 | $1,735+17.5% | $5,011-59.3% | $2,234-8.7% |
| Participant deferral / active EE | $4,115 | $2,332+76.5% | $5,202-20.9% | $3,805+8.1% |
| Admin fee / account holder | $16 | $127-87.3% | $13,984-99.9% | $158-89.8% |