Filed September 5, 2003 (most recent of 3 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 | $419 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,522 | $73,638+85.4% | $108,410+25.9% | $79,386+72.0% |
| Participation rate | 94.6% | 77.4%+17.3pp | 80.1%+14.5pp | 70.7%+23.9pp |
| Annual return | 16.40% | 33.27%-16.9pp | 905.27%-888.9pp | 116.85%-100.5pp |
| Employer contribution / active EE | $787 | $2,397-67.2% | $3,558-77.9% | $2,427-67.6% |
| Participant deferral / active EE | $4,355 | $6,218-30.0% | $6,563-33.6% | $4,046+7.6% |
| Admin fee / account holder | $29 | $638-95.5% | $7,295-99.6% | $626-95.4% |