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 | $188,968 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,955 | $71,957+27.8% | $67,652+35.9% | $59,188+55.4% |
| Participation rate | 96.6% | 82.7%+13.9pp | 75.7%+20.9pp | 69.4%+27.2pp |
| Annual return | -0.72% | 8.53%-9.2pp | 6625.04%-6625.8pp | 5.51%-6.2pp |
| Employer contribution / active EE | $4,505 | $2,432+85.3% | $2,266+98.9% | $2,098+114.7% |
| Participant deferral / active EE | $4,702 | $4,211+11.7% | $3,560+32.1% | $3,265+44.0% |
| Admin fee / account holder | $33 | $64-48.8% | $4,821-99.3% | $92-64.4% |