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 | $10,277 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,308 | $82,978-35.8% | $130,231-59.1% | $74,419-28.4% |
| Participation rate | 71.7% | 73.7%-1.9pp | 76.3%-4.6pp | 70.7%+1.0pp |
| Annual return | 12.93% | 123.05%-110.1pp | 38.77%-25.8pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,190 | $3,391-64.9% | $4,126-71.2% | $2,637-54.9% |
| Participant deferral / active EE | $3,378 | $5,370-37.1% | $6,799-50.3% | $4,528-25.4% |
| Admin fee / account holder | $25 | $354-92.9% | $6,020-99.6% | $348-92.7% |