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 | -$124,670 |
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 | $86,209 | $407,990-78.9% | $121,196-28.9% | $75,289+14.5% |
| Participation rate | 78.9% | 59.5%+19.4pp | 71.7%+7.1pp | 72.4%+6.4pp |
| Annual return | 67.82% | 2.93%+64.9pp | 16.93%+50.9pp | -0.04%+67.9pp |
| Employer contribution / active EE | $392 | $1,846-78.7% | $4,022-90.2% | $2,405-83.7% |
| Participant deferral / active EE | $3,078 | $2,201+39.9% | $3,344-8.0% | $3,739-17.7% |
| Admin fee / account holder | -$76 | $455-116.7% | $5,019-101.5% | $102-174.5% |