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 | $7,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,170 | $57,435-45.7% | $105,218-70.4% | $55,191-43.5% |
| Participation rate | 57.7% | 71.3%-13.6pp | 77.2%-19.5pp | 69.2%-11.4pp |
| Annual return | -2.75% | 2.97%-5.7pp | 5.33%-8.1pp | 10.78%-13.5pp |
| Employer contribution / active EE | $710 | $1,920-63.0% | $3,255-78.2% | $1,899-62.6% |
| Participant deferral / active EE | $1,627 | $3,495-53.4% | $4,867-66.6% | $3,046-46.6% |
| Admin fee / account holder | $31 | $70-56.0% | $6,992-99.6% | $91-65.9% |