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 9-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 | -$3,661 |
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 | $191,277 | $73,638+159.8% | $95,952+99.3% | $73,488+160.3% |
| Participation rate | 92.7% | 76.2%+16.6pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 19.54% | 16.78%+2.8pp | 91.61%-72.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $5,473 | $1,863+193.8% | $2,541+115.4% | $2,270+141.1% |
| Participant deferral / active EE | $8,148 | $3,617+125.3% | $4,167+95.5% | $3,740+117.9% |
| Admin fee / account holder | $1 | $482-99.7% | $6,795-100.0% | $513-99.7% |