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 | $10,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,960 | $132,049-28.8% | $200,582-53.2% | $74,304+26.5% |
| Participation rate | 88.8% | 84.1%+4.7pp | 86.9%+1.9pp | 60.3%+28.4pp |
| Annual return | 17.73% | 22.22%-4.5pp | 42.33%-24.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $4,120 | $4,558-9.6% | $6,419-35.8% | $2,241+83.8% |
| Participant deferral / active EE | $6,111 | $7,213-15.3% | $9,331-34.5% | $3,767+62.2% |
| Admin fee / account holder | $62 | $2,405-97.4% | $16,305-99.6% | $2,969-97.9% |