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 | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,413 | $130,194-33.6% | $169,993-49.2% | $71,457+20.9% |
| Participation rate | 98.6% | 86.1%+12.4pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 20.78% | 20.37%+0.4pp | 53.37%-32.6pp | 28.85%-8.1pp |
| Employer contribution / active EE | $3,748 | $4,381-14.5% | $6,785-44.8% | $2,588+44.8% |
| Participant deferral / active EE | $5,138 | $6,923-25.8% | $10,408-50.6% | $4,289+19.8% |
| Admin fee / account holder | $17 | $966-98.3% | $12,815-99.9% | $1,587-99.0% |