Filed December 1, 2003
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 35-0145825 | Loan Processing | $21,217 |
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 | $146,773 | $74,706+96.5% | $75,696+93.9% | $79,386+84.9% |
| Participation rate | 72.0% | 75.3%-3.4pp | 74.8%-2.9pp | 70.7%+1.3pp |
| Annual return | 28.21% | 18.52%+9.7pp | 104.53%-76.3pp | 116.85%-88.6pp |
| Employer contribution / active EE | $3,569 | $2,590+37.8% | $2,743+30.1% | $2,427+47.0% |
| Participant deferral / active EE | $3,173 | $3,533-10.2% | $3,821-17.0% | $4,046-21.6% |
| Admin fee / account holder | $7 | $374-98.3% | $3,619-99.8% | $626-99.0% |