Filed October 18, 2004 (most recent of 4 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 | $9,968 |
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 | $89,307 | $82,546+8.2% | $140,016-36.2% | $75,289+18.6% |
| Participation rate | 95.6% | 88.4%+7.2pp | 87.5%+8.1pp | 72.4%+23.2pp |
| Annual return | -1.28% | -0.36%-0.9pp | 651.12%-652.4pp | -0.04%-1.2pp |
| Employer contribution / active EE | $3,717 | $3,856-3.6% | $5,606-33.7% | $2,405+54.6% |
| Participant deferral / active EE | $4,176 | $5,731-27.1% | $6,927-39.7% | $3,739+11.7% |
| Admin fee / account holder | $3 | $86-96.0% | $10,705-100.0% | $102-96.7% |