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 | $2,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,582 | $122,239-17.7% | $184,203-45.4% | $74,495+35.0% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.5pp | 67.2%+25.2pp |
| Annual return | 13.02% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,095 | $4,537-9.7% | $6,427-36.3% | $2,623+56.1% |
| Participant deferral / active EE | $5,591 | $7,139-21.7% | $9,131-38.8% | $4,346+28.6% |
| Admin fee / account holder | $25 | $1,260-98.0% | $13,901-99.8% | $1,942-98.7% |