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 | $34,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,954 | $59,159+185.6% | $159,960+5.6% | $66,914+152.5% |
| Participation rate | 68.2% | 68.1%+0.1pp | 78.0%-9.7pp | 69.8%-1.6pp |
| Annual return | -16.67% | -12.26%-4.4pp | 408.60%-425.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,616 | $1,983+31.9% | $4,226-38.1% | $2,544+2.8% |
| Participant deferral / active EE | $6,019 | $4,395+37.0% | $6,182-2.6% | $4,237+42.1% |
| Admin fee / account holder | $252 | $591-57.3% | $8,698-97.1% | $593-57.5% |