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 | $169,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,199 | $204,517-76.9% | $69,455-32.0% | $77,787-39.3% |
| Participation rate | 67.5% | 74.6%-7.1pp | 74.6%-7.1pp | 73.2%-5.7pp |
| Annual return | 61.02% | 22.10%+38.9pp | 28.97%+32.1pp | 32.57%+28.4pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,730 | $3,478-50.2% | $3,535-51.1% | $3,967-56.4% |
| Admin fee / account holder | $26 | $101-74.4% | $3,839-99.3% | $100-74.3% |