Filed May 2, 2000 (most recent of 3 filings on file)
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 | $4,000 |
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 | $77,417 | $54,320+42.5% | $67,652+14.4% | $52,331+47.9% |
| Participation rate | 88.8% | 73.6%+15.2pp | 75.7%+13.1pp | 68.1%+20.7pp |
| Annual return | 0.25% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,695 | $1,544+9.8% | $2,266-25.2% | $1,882-9.9% |
| Participant deferral / active EE | $3,841 | $2,950+30.2% | $3,560+7.9% | $3,022+27.1% |
| Admin fee / account holder | $28 | $527-94.7% | $4,821-99.4% | $592-95.3% |