Filed April 8, 2005 (most recent of 2 filings on file)
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 | -$64,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,999 | $47,078+178.3% | $100,671+30.1% | $55,191+137.4% |
| Participation rate | 85.0% | 58.0%+27.0pp | 70.7%+14.3pp | 69.2%+15.8pp |
| Annual return | -1.23% | 0.65%-1.9pp | 20.43%-21.7pp | 10.78%-12.0pp |
| Employer contribution / active EE | $4 | $1,065-99.7% | $4,012-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $9,648 | $2,038+373.3% | $3,144+206.9% | $3,046+216.7% |
| Admin fee / account holder | -$117 | $153-176.5% | $4,850-102.4% | $91-229.1% |