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 | $2,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,901 | $52,670+110.6% | $90,404+22.7% | $73,409+51.1% |
| Participation rate | 98.2% | 67.7%+30.5pp | 72.7%+25.5pp | 72.2%+26.0pp |
| Annual return | 21.11% | 20.70%+0.4pp | 1293.02%-1271.9pp | 59.29%-38.2pp |
| Employer contribution / active EE | $3,831 | $1,872+104.7% | $3,262+17.4% | $2,234+71.5% |
| Participant deferral / active EE | $10,879 | $2,807+287.6% | $3,963+174.5% | $3,805+185.9% |
| Admin fee / account holder | $3 | $117-97.0% | $5,611-99.9% | $158-97.8% |