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 | $1,100 |
Annual investment return 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 | $146,877 | $50,898+188.6% | $171,082-14.1% | $55,167+166.2% |
| Participation rate | 97.5% | 63.3%+34.2pp | 76.7%+20.8pp | 69.0%+28.5pp |
| Annual return | 5.08% | 15.34%-10.3pp | 32.56%-27.5pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,376 | $1,433+135.6% | $4,002-15.6% | $1,963+72.0% |
| Participant deferral / active EE | $9,425 | $2,994+214.8% | $4,797+96.5% | $3,054+208.6% |
| Admin fee / account holder | $8 | $500-98.5% | $8,520-99.9% | $504-98.5% |