Filed August 8, 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 | $98,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,459 | $110,299+27.3% | $102,423+37.1% | $199,593-29.6% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 13.14% | 35.73%-22.6pp | 29.32%-16.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $10,681 | $3,603+196.4% | $3,023+253.3% | $3,034+252.0% |
| Participant deferral / active EE | $7,757 | $6,376+21.7% | $5,053+53.5% | $5,087+52.5% |
| Admin fee / account holder | $40 | $122-67.4% | $9,451-99.6% | $269-85.2% |