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 9-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 | $1,585 |
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 | $75,912 | $39,798+90.7% | $67,711+12.1% | $59,632+27.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 1.37% | 89.94%-88.6pp | 25.41%-24.0pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,208 | $1,393+58.5% | $2,559-13.7% | $2,203+0.2% |
| Participant deferral / active EE | $8,204 | $2,335+251.4% | $3,585+128.8% | $3,192+157.1% |
| Admin fee / account holder | $12 | $3,212-99.6% | $4,255-99.7% | $4,297-99.7% |