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 | $48,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,507 | $99,078-10.7% | $96,544-8.3% | $74,419+18.9% |
| Participation rate | 98.3% | 80.7%+17.7pp | 76.0%+22.4pp | 70.7%+27.6pp |
| Annual return | 21.78% | 22.48%-0.7pp | 25.84%-4.1pp | 34.38%-12.6pp |
| Employer contribution / active EE | $2,169 | $2,570-15.6% | $2,965-26.9% | $2,637-17.8% |
| Participant deferral / active EE | $7,301 | $4,933+48.0% | $4,851+50.5% | $4,528+61.2% |
| Admin fee / account holder | $126 | $225-43.8% | $8,252-98.5% | $348-63.7% |