Filed October 18, 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 04-2647786 | Loan Processing | $118,909 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,192 | $95,918-33.1% | $151,611-57.7% | $77,904-17.6% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.5%+7.5pp | 73.7%+21.4pp |
| Annual return | -8.41% | -5.50%-2.9pp | 3.33%-11.7pp | 12.21%-20.6pp |
| Employer contribution / active EE | $4,846 | $4,330+11.9% | $6,166-21.4% | $2,848+70.2% |
| Participant deferral / active EE | $5,966 | $7,508-20.5% | $8,363-28.7% | $4,806+24.1% |
| Admin fee / account holder | $35 | $93-62.1% | $11,616-99.7% | $133-73.3% |