Filed November 11, 2005
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 | $1,146 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,617 | $136,307+6.1% | $177,821-18.7% | $73,488+96.8% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 23.41% | 18.68%+4.7pp | 48.32%-24.9pp | 28.51%-5.1pp |
| Employer contribution / active EE | $5,557 | $3,712+49.7% | $5,918-6.1% | $2,270+144.8% |
| Participant deferral / active EE | $3,534 | $5,829-39.4% | $7,714-54.2% | $3,740-5.5% |
| Admin fee / account holder | $5 | $596-99.2% | $12,427-100.0% | $513-99.1% |