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 | $2,644 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,546 | $44,425+110.6% | $67,834+37.9% | $55,167+69.6% |
| Participation rate | 93.1% | 59.7%+33.4pp | 68.8%+24.3pp | 69.0%+24.1pp |
| Annual return | 6.21% | 17.80%-11.6pp | 138.47%-132.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,458 | $1,351+81.9% | $2,403+2.3% | $1,963+25.2% |
| Participant deferral / active EE | $5,940 | $2,166+174.2% | $3,160+88.0% | $3,054+94.5% |
| Admin fee / account holder | $31 | $530-94.1% | $4,622-99.3% | $504-93.8% |