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 | $1,425 |
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 | $178,895 | $52,639+239.9% | $185,117-3.4% | $62,292+187.2% |
| Participation rate | 97.5% | 63.9%+33.6pp | 77.3%+20.2pp | 69.5%+28.0pp |
| Annual return | 18.02% | 19.57%-1.6pp | 40.50%-22.5pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,524 | $1,483+137.7% | $4,182-15.7% | $2,042+72.6% |
| Participant deferral / active EE | $10,080 | $3,097+225.5% | $5,045+99.8% | $3,169+218.1% |
| Admin fee / account holder | $10 | $374-97.4% | $8,159-99.9% | $479-98.0% |