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 | $2,650 |
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 | $47,555 | $62,267-23.6% | $110,238-56.9% | $55,725-14.7% |
| Participation rate | 86.6% | 78.1%+8.5pp | 79.8%+6.8pp | 70.9%+15.7pp |
| Annual return | -2.46% | -1.07%-1.4pp | 314.74%-317.2pp | 244.93%-247.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,683 | $3,516+4.7% | $4,672-21.2% | $3,356+9.7% |
| Admin fee / account holder | $12 | $121-90.3% | $8,547-99.9% | $115-89.8% |