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 | $8,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,601 | $64,286+142.0% | $106,387+46.3% | $55,725+179.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 77.5%+18.1pp | 70.9%+24.7pp |
| Annual return | -2.08% | 0.84%-2.9pp | 0.25%-2.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $2,522 | $2,367+6.5% | $3,520-28.4% | $2,078+21.3% |
| Participant deferral / active EE | $8,736 | $4,158+110.1% | $5,421+61.1% | $3,356+160.4% |
| Admin fee / account holder | $7 | $102-92.7% | $7,510-99.9% | $115-93.5% |