Filed October 19, 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 | $275 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,997 | $62,723-39.4% | $142,863-73.4% | $86,799-56.2% |
| Participation rate | 38.0% | 62.6%-24.6pp | 71.9%-34.0pp | 72.3%-34.3pp |
| Annual return | 15.83% | 17.62%-1.8pp | 5637.54%-5621.7pp | 97.91%-82.1pp |
| Employer contribution / active EE | $137 | $1,627-91.6% | $4,144-96.7% | $2,405-94.3% |
| Participant deferral / active EE | $4,014 | $3,039+32.1% | $3,837+4.6% | $4,131-2.8% |
| Admin fee / account holder | $8 | $140-94.0% | $6,560-99.9% | $170-95.1% |