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 | $59,033 |
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 | $342,404 | $130,655+162.1% | $93,789+265.1% | $64,808+428.3% |
| Participation rate | 97.4% | 84.9%+12.6pp | 81.0%+16.5pp | 71.5%+26.0pp |
| Annual return | -16.39% | -14.04%-2.3pp | -11.33%-5.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,563 | $5,594-18.4% | $4,323+5.6% | $2,506+82.1% |
| Participant deferral / active EE | $14,965 | $8,067+85.5% | $6,094+145.6% | $4,310+247.2% |
| Admin fee / account holder | $45 | $140-67.9% | $7,195-99.4% | $188-76.0% |