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 | -$14,119 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,111 | $66,402+404.7% | $109,895+204.9% | $85,850+290.3% |
| Participation rate | 98.9% | 63.9%+35.0pp | 74.2%+24.7pp | 69.3%+29.6pp |
| Annual return | 22.64% | 19.59%+3.0pp | 29.45%-6.8pp | 318.53%-295.9pp |
| Employer contribution / active EE | $6,298 | $1,687+273.3% | $2,842+121.6% | $2,565+145.5% |
| Participant deferral / active EE | $4,719 | $2,842+66.0% | $4,048+16.6% | $3,952+19.4% |
| Admin fee / account holder | -$122 | $4,557-102.7% | $6,066-102.0% | $6,260-101.9% |