Filed January 7, 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 | $1,198 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,616 | $38,925+45.4% | $73,843-23.3% | $55,191+2.6% |
| Participation rate | 86.3% | 66.0%+20.3pp | 73.4%+12.9pp | 69.2%+17.1pp |
| Annual return | 0.55% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,785 | $1,695+300.3% | $2,787+143.4% | $1,899+257.3% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $3 | $83-96.8% | $4,880-99.9% | $91-97.1% |