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 | $59,185 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,203 | $174,559+69.7% | $105,387+181.1% | $67,579+338.3% |
| Participation rate | 98.2% | 88.2%+10.1pp | 82.6%+15.7pp | 71.3%+27.0pp |
| Annual return | 21.82% | 23.63%-1.8pp | 26.82%-5.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $4,106 | $4,874-15.8% | $4,213-2.5% | $2,148+91.2% |
| Participant deferral / active EE | $14,630 | $7,563+93.4% | $5,502+165.9% | $3,539+313.4% |
| Admin fee / account holder | $39 | $270-85.6% | $6,559-99.4% | $142-72.6% |