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 | $17,038 |
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 | $166,786 | $56,972+192.8% | $182,532-8.6% | $65,185+155.9% |
| Participation rate | 66.8% | 66.5%+0.3pp | 78.0%-11.2pp | 70.2%-3.4pp |
| Annual return | 22.46% | 27.67%-5.2pp | 148.54%-126.1pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,271 | $1,615+40.7% | $4,076-44.3% | $2,177+4.3% |
| Participant deferral / active EE | $5,046 | $3,526+43.1% | $5,524-8.7% | $3,514+43.6% |
| Admin fee / account holder | $103 | $528-80.6% | $8,592-98.8% | $847-87.9% |