Filed July 10, 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 | $24,626 |
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 | $50,347 | $70,106-28.2% | $80,975-37.8% | $63,975-21.3% |
| Participation rate | 84.4% | 79.4%+5.0pp | 75.8%+8.5pp | 71.1%+13.2pp |
| Annual return | 6.05% | 13.93%-7.9pp | 17.10%-11.1pp | 48.65%-42.6pp |
| Employer contribution / active EE | $1,282 | $2,042-37.2% | $3,714-65.5% | $2,182-41.2% |
| Participant deferral / active EE | $3,064 | $5,245-41.6% | $5,696-46.2% | $3,356-8.7% |
| Admin fee / account holder | $14 | $57-76.3% | $5,516-99.8% | $70-80.8% |