Filed January 25, 2000 (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 55 · EIN 35-2552359 | Other Commissions | $25,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
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 | $59,121 | $51,466+14.9% | $78,778-25.0% | $62,292-5.1% |
| Participation rate | 95.1% | 59.8%+35.3pp | 69.2%+25.9pp | 69.5%+25.6pp |
| Annual return | 17.53% | 19.96%-2.4pp | 35.62%-18.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,220 | $827+47.4% | $1,986-38.6% | $2,042-40.3% |
| Participant deferral / active EE | $3,451 | $2,147+60.7% | $2,958+16.6% | $3,169+8.9% |
| Admin fee / account holder | $9 | $489-98.2% | $5,134-99.8% | $479-98.1% |