Filed February 22, 2002 (most recent of 2 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 | $1,388 |
Annual investment return 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 | $83,326 | $102,553-18.7% | $151,611-45.0% | $66,914+24.5% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -17.81% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,617 | $4,180-13.5% | $6,166-41.3% | $2,544+42.2% |
| Participant deferral / active EE | $5,134 | $6,641-22.7% | $8,363-38.6% | $4,237+21.2% |
| Admin fee / account holder | $10 | $630-98.4% | $11,616-99.9% | $593-98.3% |