Filed March 6, 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 5-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 | $5,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,967 | $185,342+10.0% | $111,297+83.3% | $86,799+135.0% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.6pp | 72.3%+26.7pp |
| Annual return | 59.68% | 500.80%-441.1pp | 54.65%+5.0pp | 97.91%-38.2pp |
| Employer contribution / active EE | $7,763 | $2,246+245.6% | $2,731+184.2% | $2,405+222.7% |
| Participant deferral / active EE | $6,874 | $4,458+54.2% | $4,487+53.2% | $4,131+66.4% |
| Admin fee / account holder | $10 | $255-95.9% | $7,964-99.9% | $170-93.9% |