Filed October 22, 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 | $2,163 |
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 | $85,218 | $54,237+57.1% | $90,281-5.6% | $67,579+26.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 24.36% | 37.27%-12.9pp | 78.10%-53.7pp | 378.56%-354.2pp |
| Employer contribution / active EE | $5,203 | $1,846+181.9% | $2,854+82.3% | $2,148+142.3% |
| Participant deferral / active EE | $9,059 | $2,625+245.1% | $3,885+133.2% | $3,539+155.9% |
| Admin fee / account holder | $3 | $123-97.4% | $5,351-99.9% | $142-97.7% |