Filed December 24, 2004 (most recent of 6 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 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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $747,135 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $94,666 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $23,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,078 | $96,461+40.0% | $68,791+96.4% | $89,394+51.1% |
| Participation rate | 95.8% | 64.2%+31.6pp | 69.0%+26.8pp | 71.3%+24.5pp |
| Annual return | -17.28% | -13.05%-4.2pp | -6.38%-10.9pp | -11.89%-5.4pp |
| Employer contribution / active EE | $3,040 | $3,671-17.2% | $2,655+14.5% | $3,022+0.6% |
| Participant deferral / active EE | $6,601 | $4,123+60.1% | $3,941+67.5% | $5,123+28.9% |
| Admin fee / account holder | $29 | $102-71.6% | $4,932-99.4% | $79-63.5% |