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 | $5,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,370 | $65,435+184.8% | $86,677+115.0% | $66,914+178.5% |
| Participation rate | 96.3% | 75.5%+20.9pp | 76.6%+19.8pp | 69.8%+26.5pp |
| Annual return | -17.57% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,579 | $2,153+205.5% | $2,836+131.9% | $2,544+158.6% |
| Participant deferral / active EE | $10,374 | $4,100+153.0% | $4,656+122.8% | $4,237+144.8% |
| Admin fee / account holder | $61 | $642-90.4% | $7,493-99.2% | $593-89.7% |