Filed November 15, 2001 (most recent of 2 filings on file)
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 | $18,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,173 | $58,778+186.1% | $129,207+30.2% | $77,643+116.6% |
| Participation rate | 80.1% | 59.2%+20.8pp | 69.6%+10.5pp | 70.6%+9.5pp |
| Annual return | 14.97% | 24.73%-9.8pp | 9417.33%-9402.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,671 | $1,952-14.4% | $4,153-59.8% | $2,726-38.7% |
| Participant deferral / active EE | $9,515 | $3,212+196.2% | $4,168+128.3% | $4,647+104.7% |
| Admin fee / account holder | $68 | $589-88.4% | $7,715-99.1% | $430-84.1% |