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 | $26,597 |
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 | $181,206 | $65,390+177.1% | $169,368+7.0% | $71,457+153.6% |
| Participation rate | 69.4% | 67.0%+2.4pp | 77.1%-7.8pp | 67.9%+1.4pp |
| Annual return | 18.05% | 21.31%-3.3pp | 405.60%-387.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,775 | $2,079+33.5% | $4,013-30.9% | $2,588+7.2% |
| Participant deferral / active EE | $6,688 | $4,367+53.1% | $6,221+7.5% | $4,289+55.9% |
| Admin fee / account holder | $186 | $1,324-86.0% | $9,003-97.9% | $1,587-88.3% |