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 | $142,446 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $57,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,918 | $104,697+62.3% | $96,544+76.0% | $80,160+112.0% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.0%+20.6pp | 72.9%+23.7pp |
| Annual return | 17.05% | 21.78%-4.7pp | 25.84%-8.8pp | 40.38%-23.3pp |
| Employer contribution / active EE | $4,583 | $3,536+29.6% | $2,965+54.6% | $2,978+53.9% |
| Participant deferral / active EE | $7,811 | $6,188+26.2% | $4,851+61.0% | $5,017+55.7% |
| Admin fee / account holder | $61 | $107-43.2% | $8,252-99.3% | $145-58.2% |