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 | $69,878 |
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 | $426,606 | $172,932+146.7% | $119,258+257.7% | $86,799+391.5% |
| Participation rate | 97.1% | 89.4%+7.7pp | 82.7%+14.4pp | 72.3%+24.8pp |
| Annual return | 16.73% | 20.96%-4.2pp | 30.69%-14.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $4,398 | $5,487-19.8% | $4,384+0.3% | $2,405+82.8% |
| Participant deferral / active EE | $14,594 | $8,466+72.4% | $6,111+138.8% | $4,131+253.3% |
| Admin fee / account holder | $52 | $150-65.2% | $7,226-99.3% | $170-69.2% |