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 | $1,200 |
Annual investment return 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 | $93,645 | $72,607+29.0% | $90,749+3.2% | $66,914+39.9% |
| Participation rate | 90.2% | 73.7%+16.5pp | 75.7%+14.5pp | 69.8%+20.4pp |
| Annual return | -19.40% | -12.28%-7.1pp | -12.16%-7.2pp | 1.58%-21.0pp |
| Employer contribution / active EE | $753 | $2,369-68.2% | $2,921-74.2% | $2,544-70.4% |
| Participant deferral / active EE | $5,307 | $3,977+33.4% | $4,564+16.3% | $4,237+25.3% |
| Admin fee / account holder | $8 | $707-98.8% | $8,445-99.9% | $593-98.6% |