Filed May 20, 2002
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 | $111,077 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $151,512 | $144,389+4.9% | $90,782+66.9% | $75,289+101.2% |
| Participation rate | 95.8% | 92.2%+3.6pp | 82.7%+13.1pp | 72.4%+23.4pp |
| Annual return | -3.81% | 0.91%-4.7pp | -3.42%-0.4pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,468 | $4,529-45.5% | $4,105-39.9% | $2,405+2.6% |
| Participant deferral / active EE | $7,985 | $7,882+1.3% | $5,366+48.8% | $3,739+113.6% |
| Admin fee / account holder | $64 | $102-37.5% | $5,908-98.9% | $102-37.5% |