Filed February 20, 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 | -$31,863 |
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 | $311,402 | $89,652+247.3% | $141,162+120.6% | $65,185+377.7% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.5%+7.9pp | 70.2%+20.2pp |
| Annual return | 20.05% | 32.79%-12.7pp | 71.39%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $15,116 | $3,065+393.2% | $4,735+219.2% | $2,177+594.5% |
| Participant deferral / active EE | $10,488 | $5,691+84.3% | $6,709+56.3% | $3,514+198.5% |
| Admin fee / account holder | -$201 | $569-135.3% | $10,261-102.0% | $847-123.7% |