Filed March 1, 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 | $5,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,495 | $82,546-19.4% | $140,016-52.5% | $75,289-11.7% |
| Participation rate | 98.2% | 88.4%+9.9pp | 87.5%+10.7pp | 72.4%+25.8pp |
| Annual return | -1.85% | -0.36%-1.5pp | 651.12%-653.0pp | -0.04%-1.8pp |
| Employer contribution / active EE | $3,518 | $3,856-8.8% | $5,606-37.2% | $2,405+46.3% |
| Participant deferral / active EE | $4,424 | $5,731-22.8% | $6,927-36.1% | $3,739+18.3% |
| Admin fee / account holder | $26 | $86-70.2% | $10,705-99.8% | $102-75.1% |