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 04-2647787 | Loan Processing | $173,525 |
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 | $50,703 | $43,113+17.6% | $82,719-38.7% | $77,904-34.9% |
| Participation rate | 60.3% | 63.8%-3.5pp | 72.6%-12.2pp | 73.7%-13.3pp |
| Annual return | -13.47% | 2.60%-16.1pp | 701.18%-714.6pp | 12.21%-25.7pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,322 | $3,057+41.4% | $4,395-1.7% | $4,806-10.1% |
| Admin fee / account holder | $90 | $102-11.8% | $5,329-98.3% | $133-32.0% |