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 | $2,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,755 | $46,745+87.7% | $60,547+44.9% | $52,331+67.7% |
| Participation rate | 99.4% | 58.6%+40.8pp | 68.0%+31.4pp | 68.1%+31.3pp |
| Annual return | 2.56% | 0.61%+2.0pp | 335.64%-333.1pp | 4.54%-2.0pp |
| Employer contribution / active EE | $2,661 | $1,259+111.4% | $2,419+10.0% | $1,882+41.4% |
| Participant deferral / active EE | $6,529 | $2,145+204.4% | $3,328+96.2% | $3,022+116.0% |
| Admin fee / account holder | $12 | $537-97.8% | $4,536-99.7% | $592-98.0% |