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 | $1,869 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,808 | $67,411+153.4% | $91,001+87.7% | $70,131+143.6% |
| Participation rate | 97.7% | 71.4%+26.3pp | 75.6%+22.1pp | 69.5%+28.1pp |
| Annual return | 17.16% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,178 | $1,786+21.9% | $2,456-11.3% | $2,342-7.0% |
| Participant deferral / active EE | $9,326 | $2,823+230.4% | $3,547+162.9% | $3,332+179.9% |
| Admin fee / account holder | $50 | $4,236-98.8% | $5,417-99.1% | $4,645-98.9% |