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 | $2,863 |
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 | $61,066 | $71,192-14.2% | $117,854-48.2% | $62,292-2.0% |
| Participation rate | 89.7% | 74.2%+15.5pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 16.10% | 18.66%-2.6pp | 335.08%-319.0pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,699 | $3,189+16.0% | $4,482-17.5% | $3,169+16.7% |
| Admin fee / account holder | $12 | $587-98.0% | $8,020-99.9% | $479-97.5% |