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 | $6,861 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,212 | $104,475+307.0% | $159,436+166.7% | $79,386+435.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.09% | 67.95%-54.9pp | 263.57%-250.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $11,765 | $3,417+244.3% | $4,829+143.6% | $2,427+384.7% |
| Participant deferral / active EE | $12,988 | $6,467+100.8% | $7,352+76.7% | $4,046+221.0% |
| Admin fee / account holder | $42 | $711-94.0% | $10,799-99.6% | $626-93.2% |