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 | $12,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,509 | $55,636+134.6% | $81,983+59.2% | $73,488+77.6% |
| Participation rate | 98.5% | 62.3%+36.2pp | 69.2%+29.3pp | 70.7%+27.8pp |
| Annual return | 13.75% | 19.07%-5.3pp | 41.31%-27.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,998 | $1,625+84.6% | $2,498+20.0% | $2,270+32.1% |
| Participant deferral / active EE | $7,626 | $2,762+176.1% | $3,722+104.9% | $3,740+103.9% |
| Admin fee / account holder | $90 | $493-81.7% | $5,664-98.4% | $513-82.4% |