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 | $7,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,043 | $103,641-10.2% | $107,525-13.5% | $102,872-9.6% |
| Participation rate | 93.7% | 79.4%+14.3pp | 75.1%+18.6pp | 73.0%+20.7pp |
| Annual return | 16.42% | 13.08%+3.3pp | 181.32%-164.9pp | 19.06%-2.6pp |
| Employer contribution / active EE | $2,816 | $5,096-44.7% | $3,754-25.0% | $3,526-20.1% |
| Participant deferral / active EE | $8,926 | $3,789+135.6% | $5,116+74.5% | $5,535+61.3% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |