Filed May 5, 2005
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 | $1,694 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,229 | $66,310+34.6% | $93,606-4.7% | $65,185+36.9% |
| Participation rate | 90.9% | 74.0%+16.9pp | 75.8%+15.1pp | 70.2%+20.7pp |
| Annual return | 21.63% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $703 | $2,012-65.0% | $2,718-74.1% | $2,177-67.7% |
| Participant deferral / active EE | $4,976 | $3,342+48.9% | $4,069+22.3% | $3,514+41.6% |
| Admin fee / account holder | $11 | $6,897-99.8% | $7,888-99.9% | $847-98.7% |