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 | $3,529 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,808 | $57,108-16.3% | $94,224-49.3% | $52,331-8.6% |
| Participation rate | 90.6% | 72.9%+17.7pp | 78.8%+11.8pp | 68.1%+22.5pp |
| Annual return | 1.11% | 1.47%-0.4pp | 10.68%-9.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,087 | $3,040+1.5% | $4,320-28.6% | $3,022+2.1% |
| Admin fee / account holder | $17 | $546-96.9% | $6,269-99.7% | $592-97.1% |