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 | $69,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,356 | $88,890+24.1% | $102,423+7.7% | $77,643+42.1% |
| Participation rate | 95.0% | 80.9%+14.0pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 13.54% | 24.98%-11.4pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,813 | $2,698+78.4% | $3,023+59.2% | $2,726+76.6% |
| Participant deferral / active EE | $6,053 | $5,145+17.6% | $5,053+19.8% | $4,647+30.3% |
| Admin fee / account holder | $69 | $235-70.9% | $9,451-99.3% | $430-84.1% |