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 | $8,980 |
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 | $58,222 | $62,324-6.6% | $68,509-15.0% | $55,191+5.5% |
| Participation rate | 92.4% | 78.9%+13.5pp | 74.7%+17.6pp | 69.2%+23.2pp |
| Annual return | 0.66% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,821 | $2,223+26.9% | $2,278+23.8% | $1,899+48.6% |
| Participant deferral / active EE | $3,904 | $3,425+14.0% | $3,382+15.4% | $3,046+28.1% |
| Admin fee / account holder | $35 | $91-61.4% | $5,275-99.3% | $91-61.1% |