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 | $10,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,912 | $82,093-38.0% | $379,746-86.6% | $73,409-30.6% |
| Participation rate | 74.6% | 76.8%-2.2pp | 78.4%-3.8pp | 72.2%+2.4pp |
| Annual return | 12.82% | 18.89%-6.1pp | 34.90%-22.1pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,197 | $2,847-58.0% | $3,540-66.2% | $2,234-46.4% |
| Participant deferral / active EE | $2,907 | $4,697-38.1% | $6,024-51.7% | $3,805-23.6% |
| Admin fee / account holder | $25 | $128-80.1% | $7,927-99.7% | $158-83.9% |