Filed February 12, 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 04-6247786 | Loan Processing | -$21,986 |
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 | $64,168 | $37,039+73.2% | $147,614-56.5% | $59,188+8.4% |
| Participation rate | 74.1% | 63.8%+10.3pp | 84.6%-10.6pp | 69.4%+4.6pp |
| Annual return | 0.19% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,085 | $1,353-19.8% | $5,564-80.5% | $2,098-48.3% |
| Participant deferral / active EE | $2,991 | $2,094+42.8% | $4,895-38.9% | $3,265-8.4% |
| Admin fee / account holder | -$3 | $60-105.1% | $11,611-100.0% | $92-103.3% |