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 | $39,581 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,368 | $72,254-4.0% | $86,677-20.0% | $64,808+7.0% |
| Participation rate | 96.5% | 80.4%+16.1pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -21.17% | 392.42%-413.6pp | 35.91%-57.1pp | 32.82%-54.0pp |
| Employer contribution / active EE | $1,836 | $2,393-23.3% | $2,836-35.3% | $2,506-26.7% |
| Participant deferral / active EE | $6,495 | $4,658+39.4% | $4,656+39.5% | $4,310+50.7% |
| Admin fee / account holder | $102 | $174-41.6% | $7,493-98.6% | $188-45.9% |