Filed October 18, 2004 (most recent of 2 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 | $9,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,354 | $121,341-28.8% | $189,513-54.4% | $79,386+8.8% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.8%+9.6pp | 70.7%+26.7pp |
| Annual return | 15.40% | 21.08%-5.7pp | 555.15%-539.8pp | 116.85%-101.4pp |
| Employer contribution / active EE | $4,116 | $3,915+5.1% | $6,162-33.2% | $2,427+69.5% |
| Participant deferral / active EE | $4,579 | $6,395-28.4% | $8,221-44.3% | $4,046+13.2% |
| Admin fee / account holder | $37 | $651-94.3% | $12,045-99.7% | $626-94.1% |