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 | $13,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,094 | $76,050+81.6% | $96,544+43.0% | $71,457+93.3% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.8pp | 67.9%+26.9pp |
| Annual return | 18.35% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $4,769 | $2,244+112.5% | $2,965+60.8% | $2,588+84.3% |
| Participant deferral / active EE | $7,867 | $4,215+86.6% | $4,851+62.2% | $4,289+83.4% |
| Admin fee / account holder | $48 | $2,707-98.2% | $8,252-99.4% | $1,587-97.0% |