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 | $313 |
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 | $36,063 | $47,898-24.7% | $117,472-69.3% | $64,808-44.4% |
| Participation rate | 32.4% | 61.9%-29.4pp | 70.6%-38.1pp | 71.5%-39.0pp |
| Annual return | -17.66% | -15.54%-2.1pp | 29.74%-47.4pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,627 | $3,151+15.1% | $4,070-10.9% | $4,310-15.9% |
| Admin fee / account holder | $8 | $132-94.2% | $5,645-99.9% | $188-95.9% |