Filed October 19, 2004 (most recent of 3 filings on file)
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 | $133,355 |
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 | $34,097 | $87,173-60.9% | $59,878-43.1% | $75,289-54.7% |
| Participation rate | 70.4% | 74.5%-4.1pp | 74.7%-4.3pp | 72.4%-2.0pp |
| Annual return | -2.71% | -2.14%-0.6pp | 3.46%-6.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,787 | $3,379-47.1% | $3,402-47.5% | $3,739-52.2% |
| Admin fee / account holder | $23 | $75-69.6% | $3,590-99.4% | $102-77.8% |