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 | $43,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,010 | $100,227-11.2% | $169,993-47.6% | $74,419+19.6% |
| Participation rate | 93.1% | 87.3%+5.7pp | 87.0%+6.1pp | 70.7%+22.3pp |
| Annual return | 20.47% | 66.08%-45.6pp | 53.37%-32.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,309 | $4,263-22.4% | $6,785-51.2% | $2,637+25.4% |
| Participant deferral / active EE | $6,265 | $7,143-12.3% | $10,408-39.8% | $4,528+38.4% |
| Admin fee / account holder | $136 | $234-42.2% | $12,815-98.9% | $348-61.0% |