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 | $64,642 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,958 | $130,655+56.1% | $93,789+117.5% | $64,808+214.7% |
| Participation rate | 97.2% | 84.9%+12.4pp | 81.0%+16.3pp | 71.5%+25.8pp |
| Annual return | -18.14% | -14.04%-4.1pp | -11.33%-6.8pp | 32.82%-51.0pp |
| Employer contribution / active EE | $2,915 | $5,594-47.9% | $4,323-32.6% | $2,506+16.3% |
| Participant deferral / active EE | $10,526 | $8,067+30.5% | $6,094+72.7% | $4,310+144.2% |
| Admin fee / account holder | $51 | $140-63.9% | $7,195-99.3% | $188-73.1% |