Filed January 17, 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 | $10,233 |
Employer contribution per participant 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 | $73,907 | $75,388-2.0% | $123,544-40.2% | $55,725+32.6% |
| Participation rate | 90.0% | 75.7%+14.4pp | 82.3%+7.8pp | 70.9%+19.2pp |
| Annual return | -1.95% | 4.48%-6.4pp | 119.20%-121.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,147 | $5,651+44.2% | $6,426+26.8% | $3,356+142.8% |
| Admin fee / account holder | $17 | $120-86.0% | $9,284-99.8% | $115-85.4% |