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 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 | -$4,401 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $293,464 | $80,753+263.4% | $136,294+115.3% | $62,292+371.1% |
| Participation rate | 93.8% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 14.32% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $5,256 | $2,884+82.3% | $4,695+11.9% | $2,042+157.4% |
| Participant deferral / active EE | $7,654 | $5,164+48.2% | $6,247+22.5% | $3,169+141.5% |
| Admin fee / account holder | -$2 | $525-100.4% | $9,243-100.0% | $479-100.5% |