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 | $8,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,758 | $89,904-33.5% | $453,369-86.8% | $86,799-31.2% |
| Participation rate | 76.6% | 75.7%+0.9pp | 78.0%-1.4pp | 72.3%+4.4pp |
| Annual return | 16.42% | 19.72%-3.3pp | 64.40%-48.0pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,089 | $3,279-66.8% | $4,070-73.2% | $2,405-54.7% |
| Participant deferral / active EE | $3,231 | $5,114-36.8% | $6,209-48.0% | $4,131-21.8% |
| Admin fee / account holder | $22 | $156-85.9% | $11,209-99.8% | $170-87.0% |