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 | $10,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,977 | $64,286-45.6% | $106,387-67.1% | $55,725-37.2% |
| Participation rate | 75.4% | 75.2%+0.2pp | 77.5%-2.1pp | 70.9%+4.5pp |
| Annual return | -3.26% | 0.84%-4.1pp | 0.25%-3.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,069 | $2,367-54.8% | $3,520-69.6% | $2,078-48.5% |
| Participant deferral / active EE | $2,562 | $4,158-38.4% | $5,421-52.7% | $3,356-23.6% |
| Admin fee / account holder | $24 | $102-76.2% | $7,510-99.7% | $115-78.8% |