Filed May 16, 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 | $1,579 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,261 | $83,477+8.1% | $125,175-27.9% | $72,985+23.7% |
| Participation rate | 84.9% | 73.3%+11.6pp | 79.8%+5.2pp | 69.5%+15.5pp |
| Annual return | -2.89% | 25.78%-28.7pp | 43.79%-46.7pp | 81.00%-83.9pp |
| Employer contribution / active EE | $3,365 | $2,345+43.5% | $3,865-13.0% | $2,440+37.9% |
| Participant deferral / active EE | $7,416 | $3,585+106.8% | $4,937+50.2% | $3,607+105.6% |
| Admin fee / account holder | $12 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |