Filed March 30, 2004 (most recent of 3 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 | $8,706 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,794 | $80,211+68.0% | $74,183+81.7% | $63,975+110.7% |
| Participation rate | 88.4% | 84.2%+4.2pp | 76.6%+11.8pp | 71.1%+17.3pp |
| Annual return | 19.85% | 14.13%+5.7pp | 17.74%+2.1pp | 48.65%-28.8pp |
| Employer contribution / active EE | $2,735 | $2,553+7.1% | $2,370+15.4% | $2,182+25.4% |
| Participant deferral / active EE | $4,307 | $4,370-1.4% | $3,550+21.3% | $3,356+28.3% |
| Admin fee / account holder | $4 | $67-94.7% | $5,586-99.9% | $70-94.9% |