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 | $2,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,813 | $58,290+86.7% | $98,442+10.5% | $86,799+25.4% |
| Participation rate | 98.3% | 68.3%+29.9pp | 73.3%+24.9pp | 72.3%+26.0pp |
| Annual return | 15.13% | 43.48%-28.4pp | 1492.73%-1477.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,067 | $2,008-46.8% | $2,960-63.9% | $2,405-55.6% |
| Participant deferral / active EE | $9,383 | $3,152+197.7% | $4,276+119.4% | $4,131+127.1% |
| Admin fee / account holder | $3 | $138-97.9% | $5,949-100.0% | $170-98.3% |