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 | -$28,713 |
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 | $60,716 | $53,345+13.8% | $121,098-49.9% | $74,419-18.4% |
| Participation rate | 83.8% | 60.0%+23.8pp | 69.5%+14.3pp | 70.7%+13.0pp |
| Annual return | 23.07% | 35.15%-12.1pp | 985.75%-962.7pp | 34.38%-11.3pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,658 | $3,221+75.7% | $4,080+38.7% | $4,528+25.0% |
| Admin fee / account holder | -$42 | $382-111.1% | $5,644-100.8% | $348-112.2% |