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 | $106,351-12.5% | $105,223-11.6% | $103,975-10.5% |
| Participation rate | 93.7% | 80.0%+13.8pp | 75.0%+18.7pp | 72.5%+21.2pp |
| Annual return | 16.42% | 11.69%+4.7pp | 180.65%-164.2pp | 19.41%-3.0pp |
| Employer contribution / active EE | $2,816 | $5,336-47.2% | $3,689-23.6% | $3,722-24.3% |
| Participant deferral / active EE | $8,926 | $3,221+177.1% | $5,072+76.0% | $5,343+67.1% |
| Admin fee / account holder | $0 | $316-100.0% | $8,859-100.0% | $332-100.0% |