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 | $9,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,041 | $68,544-50.3% | $115,752-70.6% | $69,631-51.1% |
| Participation rate | 70.1% | 74.0%-3.8pp | 77.8%-7.6pp | 70.7%-0.5pp |
| Annual return | 15.70% | 20.97%-5.3pp | 19.41%-3.7pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $889 | $2,400-62.9% | $3,492-74.5% | $2,032-56.2% |
| Participant deferral / active EE | $2,154 | $3,887-44.6% | $5,204-58.6% | $3,224-33.2% |
| Admin fee / account holder | $23 | $90-74.9% | $6,278-99.6% | $110-79.5% |