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 | $31,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,698 | $79,519+12.8% | $95,952-6.5% | $73,409+22.2% |
| Participation rate | 96.4% | 81.2%+15.2pp | 77.1%+19.3pp | 72.2%+24.2pp |
| Annual return | 17.55% | 19.20%-1.6pp | 91.61%-74.1pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,416 | $2,048-30.9% | $2,541-44.3% | $2,234-36.6% |
| Participant deferral / active EE | $5,749 | $4,138+38.9% | $4,167+38.0% | $3,805+51.1% |
| Admin fee / account holder | $84 | $184-54.4% | $6,795-98.8% | $158-46.8% |