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 | $7,851 |
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 | $110,936 | $82,202+35.0% | $125,339-11.5% | $64,808+71.2% |
| Participation rate | 93.8% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -1.39% | 3.48%-4.9pp | 572.05%-573.4pp | 32.82%-34.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,492 | $7,175+46.2% | $7,446+40.9% | $4,310+143.4% |
| Admin fee / account holder | $13 | $163-92.1% | $10,010-99.9% | $188-93.1% |