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 | $31,263 |
MPS COMMUNICATIONS2+ years Filed as: MPS Service code 36 · EIN 23-2808727 | Copying and duplicating | $2,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,290 | $122,709-63.9% | $88,497-50.0% | $57,658-23.2% |
| Participation rate | 97.8% | 89.9%+7.9pp | 82.4%+15.4pp | 70.2%+27.6pp |
| Annual return | 14.34% | 10.63%+3.7pp | 7.63%+6.7pp | 5.13%+9.2pp |
| Employer contribution / active EE | $5,985 | $4,531+32.1% | $4,036+48.3% | $1,974+203.3% |
| Participant deferral / active EE | $7,465 | $6,704+11.4% | $4,899+52.4% | $3,061+143.9% |
| Admin fee / account holder | $57 | $93-38.5% | $6,220-99.1% | $95-39.7% |