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 | $32,852 |
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 | $76,815 | $46,100+66.6% | $86,590-11.3% | $69,631+10.3% |
| Participation rate | 77.6% | 67.2%+10.4pp | 73.5%+4.0pp | 70.7%+6.9pp |
| Annual return | 19.87% | 21.02%-1.1pp | 964.84%-945.0pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $7,493 | $1,850+305.1% | $2,839+163.9% | $2,032+268.7% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $70 | $94-25.5% | $4,906-98.6% | $110-36.8% |