Filed October 18, 2004
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 | $7,962 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $443,999 | $99,957+344.2% | $149,696+196.6% | $73,488+504.2% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 12.84% | 53.87%-41.0pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $11,979 | $3,191+275.4% | $4,644+157.9% | $2,270+427.7% |
| Participant deferral / active EE | $10,184 | $6,073+67.7% | $6,842+48.9% | $3,740+172.3% |
| Admin fee / account holder | $71 | $551-87.1% | $9,309-99.2% | $513-86.1% |