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 | $130,456 |
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 | $59,134 | $69,231-14.6% | $91,989-35.7% | $67,579-12.5% |
| Participation rate | 93.9% | 78.9%+15.0pp | 78.6%+15.2pp | 71.3%+22.6pp |
| Annual return | 9.88% | 32.03%-22.1pp | 69.02%-59.1pp | 378.56%-368.7pp |
| Employer contribution / active EE | $2,393 | $2,284+4.8% | $3,452-30.7% | $2,148+11.4% |
| Participant deferral / active EE | $6,113 | $5,854+4.4% | $5,923+3.2% | $3,539+72.7% |
| Admin fee / account holder | $97 | $107-9.6% | $7,743-98.7% | $142-31.7% |