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 | $4,044 |
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 | $83,535 | $64,909+28.7% | $82,313+1.5% | $62,292+34.1% |
| Participation rate | 96.7% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 18.52% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,872 | $1,676+11.7% | $2,428-22.9% | $2,042-8.3% |
| Participant deferral / active EE | $3,881 | $3,103+25.0% | $3,706+4.7% | $3,169+22.5% |
| Admin fee / account holder | $25 | $440-94.2% | $5,608-99.5% | $479-94.7% |