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 | $3,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,891 | $71,516+152.9% | $98,439+83.8% | $71,457+153.1% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.5pp |
| Annual return | 17.03% | 32.41%-15.4pp | 21.16%-4.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,960 | $2,399+148.4% | $3,048+95.5% | $2,588+130.3% |
| Participant deferral / active EE | $10,372 | $4,109+152.4% | $4,738+118.9% | $4,289+141.8% |
| Admin fee / account holder | $13 | $1,675-99.2% | $8,948-99.9% | $1,587-99.2% |