Filed November 9, 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 27 · EIN 26-0058143 | Advisory (Plan) | $48,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,793 | $129,021-35.1% | $184,203-54.5% | $77,643+7.9% |
| Participation rate | 81.2% | 87.3%-6.1pp | 86.8%-5.6pp | 70.6%+10.7pp |
| Annual return | 13.44% | 33.27%-19.8pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,097 | $4,413-29.8% | $6,427-51.8% | $2,726+13.6% |
| Participant deferral / active EE | $4,721 | $7,297-35.3% | $9,131-48.3% | $4,647+1.6% |
| Admin fee / account holder | $266 | $254+4.7% | $13,901-98.1% | $430-38.3% |