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 | $4,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,856 | $45,382-32.0% | $154,107-80.0% | $75,289-59.0% |
| Participation rate | 45.0% | 65.9%-20.9pp | 83.0%-38.1pp | 72.4%-27.4pp |
| Annual return | 10.13% | -0.47%+10.6pp | 735.12%-725.0pp | -0.04%+10.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $905 | $2,384-62.1% | $5,081-82.2% | $3,739-75.8% |
| Admin fee / account holder | $7 | $89-92.1% | $13,411-99.9% | $102-93.1% |