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 | $40,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,257 | $185,342-50.2% | $111,297-17.1% | $86,799+6.3% |
| Participation rate | 97.3% | 81.0%+16.3pp | 77.3%+20.0pp | 72.3%+25.0pp |
| Annual return | 14.21% | 500.80%-486.6pp | 54.65%-40.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,763 | $2,246-21.5% | $2,731-35.4% | $2,405-26.7% |
| Participant deferral / active EE | $6,131 | $4,458+37.5% | $4,487+36.6% | $4,131+48.4% |
| Admin fee / account holder | $99 | $255-61.1% | $7,964-98.8% | $170-41.4% |