Filed April 22, 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 43-1451524 | Advisory (Plan) | $42,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,303 |
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 | $36,337 | $64,286-43.5% | $90,951-60.0% | $73,409-50.5% |
| Participation rate | 82.2% | 63.6%+18.6pp | 69.0%+13.2pp | 72.2%+10.0pp |
| Annual return | 13.69% | 21.45%-7.8pp | 134.60%-120.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $364 | $895-59.3% | $2,122-82.9% | $2,234-83.7% |
| Participant deferral / active EE | $3,084 | $2,453+25.7% | $3,373-8.6% | $3,805-19.0% |
| Admin fee / account holder | $135 | $287-53.0% | $5,959-97.7% | $158-14.6% |