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 | $1,813 |
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 | $44,651 | $47,648-6.3% | $130,648-65.8% | $67,579-33.9% |
| Participation rate | 90.2% | 60.4%+29.8pp | 71.7%+18.5pp | 71.3%+18.9pp |
| Annual return | 24.18% | 25.73%-1.6pp | 1708.96%-1684.8pp | 378.56%-354.4pp |
| Employer contribution / active EE | $28 | $1,408-98.0% | $4,092-99.3% | $2,148-98.7% |
| Participant deferral / active EE | $3,895 | $2,616+48.9% | $3,603+8.1% | $3,539+10.1% |
| Admin fee / account holder | $2 | $105-97.8% | $5,464-100.0% | $142-98.3% |