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 | $36,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,765 | $70,879+208.6% | $189,557+15.4% | $79,386+175.6% |
| Participation rate | 71.9% | 68.0%+3.9pp | 78.4%-6.6pp | 70.7%+1.2pp |
| Annual return | 12.64% | 20.70%-8.1pp | 64.17%-51.5pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,570 | $1,806+42.3% | $4,412-41.8% | $2,427+5.9% |
| Participant deferral / active EE | $5,782 | $4,081+41.7% | $6,174-6.3% | $4,046+42.9% |
| Admin fee / account holder | $274 | $647-57.6% | $9,807-97.2% | $626-56.2% |