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 3-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 | $76,773 |
Service code 16 · EIN 53-0181291 | Consulting | $21,793 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $5,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,335 | $188,991-16.2% | $103,464+53.0% | $199,768-20.7% |
| Participation rate | 98.4% | 93.2%+5.2pp | 80.5%+17.9pp | 72.0%+26.4pp |
| Annual return | 15.62% | 15.75%-0.1pp | 23.91%-8.3pp | 34.26%-18.6pp |
| Employer contribution / active EE | $8,666 | $6,583+31.7% | $4,677+85.3% | $3,037+185.4% |
| Participant deferral / active EE | $15,443 | $10,334+49.4% | $6,624+133.2% | $5,090+203.4% |
| Admin fee / account holder | $78 | $114-32.2% | $9,410-99.2% | $269-71.1% |