Filed August 24, 2000
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 | $10,820 |
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 | $48,060 | $44,059+9.1% | $71,671-32.9% | $69,631-31.0% |
| Participation rate | 83.1% | 60.8%+22.4pp | 68.7%+14.4pp | 70.7%+12.5pp |
| Annual return | 21.33% | 21.97%-0.6pp | 20.65%+0.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $37 | $1,305-97.2% | $2,460-98.5% | $2,032-98.2% |
| Participant deferral / active EE | $2,164 | $2,370-8.7% | $3,438-37.1% | $3,224-32.9% |
| Admin fee / account holder | $14 | $108-86.9% | $5,558-99.7% | $110-87.2% |