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 | $40,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,628 | $134,045-18.2% | $80,019+37.0% | $75,289+45.6% |
| Participation rate | 69.9% | 85.8%-15.9pp | 75.8%-6.0pp | 72.4%-2.5pp |
| Annual return | 230.61% | -0.56%+231.2pp | 11.22%+219.4pp | -0.04%+230.7pp |
| Employer contribution / active EE | $1,693 | $3,492-51.5% | $2,468-31.4% | $2,405-29.6% |
| Participant deferral / active EE | $2,759 | $4,976-44.6% | $3,686-25.1% | $3,739-26.2% |
| Admin fee / account holder | $31 | $124-74.8% | $6,521-99.5% | $102-69.5% |