Filed June 23, 2003
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 | $1,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,862 | $39,898+7.4% | $121,196-64.6% | $55,725-23.1% |
| Participation rate | 72.2% | 61.2%+10.9pp | 71.7%+0.4pp | 70.9%+1.3pp |
| Annual return | -4.61% | -0.96%-3.6pp | 16.93%-21.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,142 | $2,439+28.8% | $3,344-6.1% | $3,356-6.4% |
| Admin fee / account holder | $2 | $95-98.2% | $5,019-100.0% | $115-98.5% |