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 | $35,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,443 | $331,159-26.2% | $112,887+116.5% | $74,419+228.5% |
| Participation rate | 97.6% | 81.4%+16.2pp | 80.5%+17.1pp | 70.7%+26.9pp |
| Annual return | 18.94% | 21.62%-2.7pp | 34.10%-15.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $3,881 | $5,469-29.0% | $4,563-15.0% | $2,637+47.1% |
| Participant deferral / active EE | $13,407 | $8,097+65.6% | $6,513+105.8% | $4,528+196.1% |
| Admin fee / account holder | $30 | $281-89.3% | $7,047-99.6% | $348-91.4% |