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 | $176,675 |
Service code 10 · EIN 13-4008324 | Accounting | $48,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,515 | $144,996+35.5% | $111,297+76.6% | $93,030+111.2% |
| Participation rate | 96.1% | 86.2%+9.9pp | 77.3%+18.8pp | 73.9%+22.2pp |
| Annual return | 13.88% | 18.26%-4.4pp | 54.65%-40.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $3,910 | $3,056+28.0% | $2,731+43.2% | $2,706+44.5% |
| Participant deferral / active EE | $7,260 | $5,587+29.9% | $4,487+61.8% | $4,562+59.1% |
| Admin fee / account holder | $76 | $103-27.0% | $7,964-99.1% | $152-50.2% |