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 | $10,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,164 | $75,419-42.8% | $392,568-89.0% | $67,579-36.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 78.1%-3.1pp | 71.3%+3.7pp |
| Annual return | 20.05% | 36.70%-16.7pp | 24.42%-4.4pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,143 | $2,636-56.7% | $3,783-69.8% | $2,148-46.8% |
| Participant deferral / active EE | $2,833 | $4,347-34.8% | $5,985-52.7% | $3,539-19.9% |
| Admin fee / account holder | $25 | $114-77.9% | $6,260-99.6% | $142-82.3% |