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 | $82,452 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,275 | $172,932+49.4% | $119,258+116.6% | $86,799+197.6% |
| Participation rate | 96.6% | 89.4%+7.1pp | 82.7%+13.8pp | 72.3%+24.3pp |
| Annual return | 13.49% | 20.96%-7.5pp | 30.69%-17.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,786 | $5,487-49.2% | $4,384-36.5% | $2,405+15.8% |
| Participant deferral / active EE | $9,861 | $8,466+16.5% | $6,111+61.4% | $4,131+138.7% |
| Admin fee / account holder | $59 | $150-60.8% | $7,226-99.2% | $170-65.2% |