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 | $6,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,391 | $82,978+157.2% | $130,231+63.9% | $74,419+186.7% |
| Participation rate | 96.0% | 73.7%+22.4pp | 76.3%+19.7pp | 70.7%+25.3pp |
| Annual return | 18.42% | 123.05%-104.6pp | 38.77%-20.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,134 | $3,391-7.6% | $4,126-24.0% | $2,637+18.8% |
| Participant deferral / active EE | $11,346 | $5,370+111.3% | $6,799+66.9% | $4,528+150.6% |
| Admin fee / account holder | $6 | $354-98.2% | $6,020-99.9% | $348-98.1% |