Filed March 24, 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 | $19,757 |
WHALEN & COMPANY, CPAS7 years Service code 10 · EIN 31-0984945 | Accounting | $10,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,297 | $82,202-12.0% | $125,339-42.3% | $64,808+11.6% |
| Participation rate | 76.4% | 77.9%-1.5pp | 82.4%-6.0pp | 71.5%+4.9pp |
| Annual return | -15.31% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $4,814-59.7% | $2,506-22.6% |
| Participant deferral / active EE | $7,090 | $7,175-1.2% | $7,446-4.8% | $4,310+64.5% |
| Admin fee / account holder | $175 | $163+7.5% | $10,010-98.2% | $188-6.6% |