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 | $172,778 |
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 | $225,261 | $112,315+100.6% | $81,367+176.8% | $55,191+308.1% |
| Participation rate | 96.9% | 88.0%+8.9pp | 82.3%+14.6pp | 69.2%+27.7pp |
| Annual return | 1.80% | 0.62%+1.2pp | -0.92%+2.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $6,313 | $4,239+48.9% | $3,930+60.7% | $1,899+232.5% |
| Participant deferral / active EE | $20,658 | $6,435+221.0% | $5,383+283.7% | $3,046+578.1% |
| Admin fee / account holder | $87 | $83+4.0% | $8,926-99.0% | $91-4.5% |