Filed May 21, 2004 (most recent of 2 filings on file)
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 | $41,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,901 | $123,077-13.1% | $116,228-8.0% | $102,872+3.9% |
| Participation rate | 96.4% | 87.0%+9.4pp | 74.6%+21.8pp | 73.0%+23.4pp |
| Annual return | 15.93% | 15.84%+0.1pp | 90.06%-74.1pp | 19.06%-3.1pp |
| Employer contribution / active EE | $5,039 | $4,380+15.0% | $2,994+68.3% | $3,526+42.9% |
| Participant deferral / active EE | $6,493 | $6,746-3.7% | $4,953+31.1% | $5,535+17.3% |
| Admin fee / account holder | $13 | $115-88.4% | $11,989-99.9% | $292-95.4% |