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 | $6,466 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,590 | $82,093+145.6% | $379,746-46.9% | $73,409+174.6% |
| Participation rate | 95.3% | 76.8%+18.6pp | 78.4%+16.9pp | 72.2%+23.2pp |
| Annual return | 10.78% | 18.89%-8.1pp | 34.90%-24.1pp | 59.29%-48.5pp |
| Employer contribution / active EE | $2,913 | $2,847+2.3% | $3,540-17.7% | $2,234+30.4% |
| Participant deferral / active EE | $10,255 | $4,697+118.3% | $6,024+70.2% | $3,805+169.5% |
| Admin fee / account holder | $6 | $128-94.9% | $7,927-99.9% | $158-95.9% |