Filed October 24, 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 | $887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,430 | $105,181+48.7% | $159,436-1.9% | $85,850+82.2% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.5pp | 69.3%+16.1pp |
| Annual return | 15.71% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $4,842 | $3,318+45.9% | $4,829+0.3% | $2,565+88.8% |
| Participant deferral / active EE | $8,949 | $5,945+50.5% | $7,352+21.7% | $3,952+126.5% |
| Admin fee / account holder | $6 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |