Filed October 18, 2004
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 | -$19,106 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,627 | $63,861+366.1% | $104,607+184.5% | $79,858+272.7% |
| Participation rate | 95.9% | 64.9%+31.0pp | 74.1%+21.8pp | 69.6%+26.3pp |
| Annual return | 40.45% | 21.30%+19.1pp | 340.46%-300.0pp | 31.71%+8.7pp |
| Employer contribution / active EE | $8,613 | $1,588+442.3% | $2,681+221.3% | $2,471+248.6% |
| Participant deferral / active EE | $4,539 | $2,693+68.5% | $3,740+21.4% | $3,740+21.4% |
| Admin fee / account holder | -$169 | $4,185-104.0% | $6,473-102.6% | $5,306-103.2% |