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 | $631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,824 | $82,664+52.2% | $125,339+0.4% | $68,494+83.7% |
| Participation rate | 85.5% | 75.0%+10.5pp | 82.4%+3.2pp | 67.9%+17.7pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,629 | $3,381+36.9% | $4,814-3.8% | $2,596+78.3% |
| Participant deferral / active EE | $8,727 | $6,110+42.8% | $7,446+17.2% | $4,027+116.7% |
| Admin fee / account holder | $4 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |