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 | $34,751 |
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 | $52,067 | $58,290-10.7% | $98,442-47.1% | $86,799-40.0% |
| Participation rate | 85.8% | 68.3%+17.5pp | 73.3%+12.5pp | 72.3%+13.6pp |
| Annual return | 16.40% | 43.48%-27.1pp | 1492.73%-1476.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,808 | $3,152+52.5% | $4,276+12.4% | $4,131+16.4% |
| Admin fee / account holder | $66 | $138-52.4% | $5,949-98.9% | $170-61.3% |