Filed October 18, 2004 (most recent of 2 filings on file)
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 | $24,949 |
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 | $61,229 | $68,413-10.5% | $123,104-50.3% | $55,191+10.9% |
| Participation rate | 97.7% | 84.5%+13.1pp | 86.8%+10.9pp | 69.2%+28.5pp |
| Annual return | 0.70% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,980 | $3,050-35.1% | $5,151-61.6% | $1,899+4.3% |
| Participant deferral / active EE | $3,622 | $4,490-19.3% | $6,230-41.9% | $3,046+18.9% |
| Admin fee / account holder | $80 | $88-9.2% | $9,015-99.1% | $91-12.2% |