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 | $7,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,136 | $75,419+146.8% | $392,568-52.6% | $67,579+175.4% |
| Participation rate | 95.3% | 74.8%+20.5pp | 78.1%+17.3pp | 71.3%+24.0pp |
| Annual return | 21.31% | 36.70%-15.4pp | 24.42%-3.1pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,740 | $2,636+4.0% | $3,783-27.6% | $2,148+27.6% |
| Participant deferral / active EE | $9,538 | $4,347+119.4% | $5,985+59.4% | $3,539+169.5% |
| Admin fee / account holder | $8 | $114-93.4% | $6,260-99.9% | $142-94.7% |