Filed October 18, 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 | $2,288 |
Service code 61 · EIN 86-0588303 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,862 | $79,523-46.1% | $140,016-69.4% | $56,287-23.9% |
| Participation rate | 95.7% | 85.7%+10.0pp | 87.5%+8.2pp | 69.9%+25.9pp |
| Annual return | -4.54% | 2.39%-6.9pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,534 | $5,129-31.1% | $6,927-49.0% | $3,350+5.5% |
| Admin fee / account holder | $18 | $614-97.0% | $10,705-99.8% | $521-96.5% |