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 | -$87,969 |
Annual investment return 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 | $140,046 | $45,324+209.0% | $122,332+14.5% | $69,631+101.1% |
| Participation rate | 91.7% | 59.9%+31.8pp | 71.6%+20.1pp | 70.7%+21.0pp |
| Annual return | 10.82% | 25.35%-14.5pp | 30.27%-19.4pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $660 | $1,230-46.3% | $4,050-83.7% | $2,032-67.5% |
| Participant deferral / active EE | $8,870 | $2,367+274.8% | $3,287+169.9% | $3,224+175.2% |
| Admin fee / account holder | -$146 | $87-267.6% | $5,478-102.7% | $110-232.0% |