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 | $1,125 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,585 | $45,283+197.2% | $155,790-13.6% | $52,331+157.2% |
| Participation rate | 95.9% | 62.2%+33.7pp | 76.1%+19.8pp | 68.1%+27.8pp |
| Annual return | 1.90% | 1.80%+0.1pp | 71.54%-69.6pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,296 | $1,329+148.0% | $3,836-14.1% | $1,882+75.1% |
| Participant deferral / active EE | $8,536 | $2,854+199.0% | $4,797+77.9% | $3,022+182.4% |
| Admin fee / account holder | $10 | $981-99.0% | $7,478-99.9% | $592-98.3% |