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 | $37,214 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,314 | $62,132+219.2% | $185,823+6.7% | $73,488+169.9% |
| Participation rate | 72.3% | 67.8%+4.4pp | 78.0%-5.8pp | 70.7%+1.6pp |
| Annual return | 11.80% | 20.44%-8.6pp | 35.95%-24.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,025 | $1,681+79.9% | $4,087-26.0% | $2,270+33.3% |
| Participant deferral / active EE | $6,603 | $3,711+77.9% | $5,632+17.2% | $3,740+76.6% |
| Admin fee / account holder | $270 | $419-35.6% | $9,500-97.2% | $513-47.4% |