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 | $6,396 |
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 | $366,158 | $84,487+333.4% | $125,339+192.1% | $66,914+447.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -12.85% | -8.39%-4.5pp | 572.05%-584.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $12,883 | $3,553+262.6% | $4,814+167.6% | $2,544+406.4% |
| Participant deferral / active EE | $13,564 | $6,781+100.0% | $7,446+82.2% | $4,237+220.2% |
| Admin fee / account holder | $46 | $685-93.3% | $10,010-99.5% | $593-92.3% |