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 | $12,859 |
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 | $62,384 | $74,024-15.7% | $77,999-20.0% | $57,658+8.2% |
| Participation rate | 95.9% | 79.7%+16.2pp | 75.5%+20.4pp | 70.2%+25.7pp |
| Annual return | 9.00% | 12.14%-3.1pp | 425.96%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $2,928 | $2,365+23.8% | $2,470+18.5% | $1,974+48.3% |
| Participant deferral / active EE | $4,162 | $3,533+17.8% | $3,497+19.0% | $3,061+36.0% |
| Admin fee / account holder | $51 | $93-45.1% | $5,480-99.1% | $95-45.8% |