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 | $26,135 |
Employer 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 | $48,881 | $52,670-7.2% | $90,404-45.9% | $73,409-33.4% |
| Participation rate | 88.2% | 67.7%+20.5pp | 72.7%+15.5pp | 72.2%+16.0pp |
| Annual return | 21.31% | 20.70%+0.6pp | 1293.02%-1271.7pp | 59.29%-38.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,232 | $2,807+50.8% | $3,963+6.8% | $3,805+11.2% |
| Admin fee / account holder | $53 | $117-54.6% | $5,611-99.1% | $158-66.4% |