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 CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $859,374 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $70,905 |
LEARNLUX INC.1 year Service code 16 · EIN 47-4122769 | Consulting | $53,532 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $22,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,466 | $119,999+22.1% | $70,515+107.7% | $96,393+51.9% |
| Participation rate | 96.7% | 66.2%+30.6pp | 68.3%+28.4pp | 71.3%+25.5pp |
| Annual return | 19.04% | 20.36%-1.3pp | 32.77%-13.7pp | 22.88%-3.8pp |
| Employer contribution / active EE | $2,960 | $4,602-35.7% | $2,973-0.5% | $3,238-8.6% |
| Participant deferral / active EE | $6,085 | $4,604+32.1% | $4,567+33.2% | $5,455+11.5% |
| Admin fee / account holder | $31 | $95-66.8% | $6,412-99.5% | $74-57.4% |