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 | $9,241 |
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 | $130,882 | $95,274+37.4% | $135,903-3.7% | $74,419+75.9% |
| Participation rate | 93.4% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 34.87% | 32.77%+2.1pp | 68.23%-33.4pp | 34.38%+0.5pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,196 | $7,782+43.9% | $7,758+44.3% | $4,528+147.3% |
| Admin fee / account holder | $13 | $266-95.0% | $10,762-99.9% | $348-96.2% |