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 | $406 |
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 | $50,158 | $53,345-6.0% | $121,098-58.6% | $74,419-32.6% |
| Participation rate | 32.0% | 60.0%-28.0pp | 69.5%-37.5pp | 70.7%-38.7pp |
| Annual return | 20.43% | 35.15%-14.7pp | 985.75%-965.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,873 | $3,221+20.3% | $4,080-5.1% | $4,528-14.5% |
| Admin fee / account holder | $8 | $382-97.9% | $5,644-99.9% | $348-97.7% |