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 | $2,381 |
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 | $113,063 | $46,297+144.2% | $71,671+57.8% | $62,292+81.5% |
| Participation rate | 92.5% | 60.6%+31.8pp | 68.7%+23.7pp | 69.5%+22.9pp |
| Annual return | 19.72% | 22.32%-2.6pp | 20.65%-0.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,733 | $1,412+93.5% | $2,460+11.1% | $2,042+33.8% |
| Participant deferral / active EE | $6,784 | $2,235+203.5% | $3,438+97.3% | $3,169+114.1% |
| Admin fee / account holder | $30 | $461-93.4% | $5,558-99.5% | $479-93.7% |