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 | $86,702 |
Annual investment return 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 | $184,578 | $174,559+5.7% | $105,387+75.1% | $67,579+173.1% |
| Participation rate | 96.0% | 88.2%+7.8pp | 82.6%+13.4pp | 71.3%+24.7pp |
| Annual return | 20.06% | 23.63%-3.6pp | 26.82%-6.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,583 | $4,874-47.0% | $4,213-38.7% | $2,148+20.3% |
| Participant deferral / active EE | $8,639 | $7,563+14.2% | $5,502+57.0% | $3,539+144.1% |
| Admin fee / account holder | $55 | $270-79.7% | $6,559-99.2% | $142-61.4% |