Filed April 21, 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 | $77,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,013 | $45,000+88.9% | $143,757-40.9% | $77,904+9.1% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.4pp |
| Annual return | -15.14% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,538 | $1,870+35.8% | $4,951-48.7% | $2,848-10.9% |
| Participant deferral / active EE | $7,757 | $3,157+145.7% | $5,637+37.6% | $4,806+61.4% |
| Admin fee / account holder | $48 | $98-51.4% | $14,673-99.7% | $133-63.9% |