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 | $3,694 |
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 | $81,489 | $65,376+24.6% | $87,100-6.4% | $65,185+25.0% |
| Participation rate | 98.1% | 75.3%+22.8pp | 76.9%+21.2pp | 70.2%+27.9pp |
| Annual return | 22.31% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,837 | $1,822+0.8% | $2,521-27.1% | $2,177-15.6% |
| Participant deferral / active EE | $4,241 | $3,388+25.2% | $4,049+4.8% | $3,514+20.7% |
| Admin fee / account holder | $21 | $520-95.9% | $7,497-99.7% | $847-97.5% |