Filed March 5, 2003 (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 | $10,648 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,631 | $73,404+0.3% | $87,100-15.5% | $67,579+9.0% |
| Participation rate | 96.0% | 80.9%+15.2pp | 76.9%+19.2pp | 71.3%+24.7pp |
| Annual return | 25.16% | 48.29%-23.1pp | 28.19%-3.0pp | 378.56%-353.4pp |
| Employer contribution / active EE | $1,775 | $2,014-11.9% | $2,521-29.6% | $2,148-17.4% |
| Participant deferral / active EE | $5,403 | $3,913+38.1% | $4,049+33.5% | $3,539+52.7% |
| Admin fee / account holder | $31 | $142-78.1% | $7,497-99.6% | $142-78.2% |