Filed November 9, 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 | $3,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,789 | $79,428+138.9% | $106,548+78.1% | $79,386+139.1% |
| Participation rate | 99.4% | 74.1%+25.2pp | 76.1%+23.2pp | 70.7%+28.7pp |
| Annual return | 12.46% | 18.27%-5.8pp | 26.80%-14.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,670 | $2,234+109.1% | $2,819+65.7% | $2,427+92.4% |
| Participant deferral / active EE | $10,459 | $3,823+173.6% | $4,398+137.8% | $4,046+158.5% |
| Admin fee / account holder | $11 | $523-98.0% | $7,407-99.9% | $626-98.3% |