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 | $7,670 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,487 | $104,317+26.0% | $159,436-17.5% | $86,799+51.5% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.1pp | 72.3%+20.6pp |
| Annual return | 16.90% | 26.32%-9.4pp | 263.57%-246.7pp | 97.91%-81.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,610 | $6,837+40.6% | $7,352+30.7% | $4,131+132.6% |
| Admin fee / account holder | $15 | $172-91.1% | $10,799-99.9% | $170-91.0% |