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 | $83,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,685 | $160,088+41.0% | $112,977+99.8% | $73,409+207.4% |
| Participation rate | 96.0% | 90.7%+5.2pp | 82.6%+13.4pp | 72.2%+23.8pp |
| Annual return | 21.19% | 17.93%+3.3pp | 24.24%-3.0pp | 59.29%-38.1pp |
| Employer contribution / active EE | $2,712 | $5,200-47.8% | $4,255-36.3% | $2,234+21.4% |
| Participant deferral / active EE | $9,224 | $8,024+14.9% | $5,836+58.1% | $3,805+142.4% |
| Admin fee / account holder | $54 | $133-59.0% | $6,294-99.1% | $158-65.5% |