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 | $1,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,215 | $62,723+10.4% | $142,863-51.6% | $86,799-20.3% |
| Participation rate | 90.6% | 62.6%+28.0pp | 71.9%+18.7pp | 72.3%+18.3pp |
| Annual return | 16.64% | 17.62%-1.0pp | 5637.54%-5620.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,208 | $3,039+71.4% | $3,837+35.7% | $4,131+26.1% |
| Admin fee / account holder | $2 | $140-98.6% | $6,560-100.0% | $170-98.8% |