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 | -$63,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,916 | $130,194+38.2% | $169,993+5.8% | $71,457+151.8% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.0%+8.9pp | 67.9%+28.0pp |
| Annual return | 22.27% | 20.37%+1.9pp | 53.37%-31.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $6,435 | $4,381+46.9% | $6,785-5.2% | $2,588+148.7% |
| Participant deferral / active EE | $4,866 | $6,923-29.7% | $10,408-53.2% | $4,289+13.5% |
| Admin fee / account holder | -$271 | $966-128.1% | $12,815-102.1% | $1,587-117.1% |