Filed November 9, 2001
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 9-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 | $2,163 |
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 | $144,316 | $54,380+165.4% | $68,509+110.7% | $59,632+142.0% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.2pp | 68.7%+29.3pp |
| Annual return | 0.92% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $7,264 | $1,539+372.1% | $2,278+218.9% | $2,203+229.8% |
| Participant deferral / active EE | $8,988 | $2,643+240.0% | $3,382+165.7% | $3,192+181.6% |
| Admin fee / account holder | $56 | $3,885-98.6% | $5,275-98.9% | $4,297-98.7% |