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 | $212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,402 | $91,407+273.5% | $135,903+151.2% | $71,457+377.8% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 21.27% | 29.90%-8.6pp | 68.23%-47.0pp | 28.85%-7.6pp |
| Employer contribution / active EE | $4,254 | $3,703+14.9% | $4,856-12.4% | $2,588+64.4% |
| Participant deferral / active EE | $13,555 | $7,092+91.1% | $7,758+74.7% | $4,289+216.1% |
| Admin fee / account holder | $317 | $1,266-75.0% | $10,762-97.1% | $1,587-80.0% |