Filed December 15, 2003 (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 | $25,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,000 | $48,576+180.0% | $169,463-19.7% | $56,287+141.6% |
| Participation rate | 65.2% | 65.8%-0.6pp | 77.8%-12.5pp | 69.9%-4.6pp |
| Annual return | -4.91% | -2.51%-2.4pp | 1.83%-6.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,069 | $1,559+32.7% | $4,159-50.3% | $2,111-2.0% |
| Participant deferral / active EE | $4,634 | $3,275+41.5% | $5,277-12.2% | $3,350+38.3% |
| Admin fee / account holder | $161 | $435-63.0% | $9,109-98.2% | $521-69.1% |