Filed October 18, 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 | $8,200 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,038 | $65,820+126.4% | $108,745+37.1% | $57,658+158.5% |
| Participation rate | 95.2% | 72.7%+22.5pp | 77.7%+17.5pp | 70.2%+25.0pp |
| Annual return | 12.12% | 21.32%-9.2pp | 46.22%-34.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $2,432 | $2,285+6.4% | $3,323-26.8% | $1,974+23.2% |
| Participant deferral / active EE | $7,970 | $3,578+122.8% | $5,121+55.6% | $3,061+160.4% |
| Admin fee / account holder | $8 | $91-91.3% | $6,144-99.9% | $95-91.6% |