Filed October 18, 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 9-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 | $575 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $452,089 | $73,102+518.4% | $123,544+265.9% | $56,287+703.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -11.51% | 3.01%-14.5pp | 119.20%-130.7pp | -9.96%-1.6pp |
| Employer contribution / active EE | $19,981 | $2,977+571.2% | $4,628+331.8% | $2,111+846.5% |
| Participant deferral / active EE | $3,577 | $5,423-34.0% | $6,426-44.3% | $3,350+6.8% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |