Filed April 7, 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 | $10,090 |
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 | $131,720 | $64,909+102.9% | $82,313+60.0% | $62,292+111.5% |
| Participation rate | 89.8% | 74.9%+14.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 17.93% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,250 | $1,676+34.3% | $2,428-7.3% | $2,042+10.2% |
| Participant deferral / active EE | $6,085 | $3,103+96.1% | $3,706+64.2% | $3,169+92.0% |
| Admin fee / account holder | $55 | $440-87.5% | $5,608-99.0% | $479-88.5% |