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 | $172,218 |
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 | $58,238 | $52,660+10.6% | $86,612-32.8% | $80,160-27.3% |
| Participation rate | 60.0% | 62.4%-2.5pp | 71.7%-11.7pp | 72.9%-13.0pp |
| Annual return | 16.85% | 24.87%-8.0pp | 591.07%-574.2pp | 40.38%-23.5pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,505 | $3,215+40.1% | $4,438+1.5% | $5,017-10.2% |
| Admin fee / account holder | $29 | $113-74.6% | $5,614-99.5% | $145-80.2% |