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 | $3,098 |
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 | $94,242 | $73,638+28.0% | $95,952-1.8% | $73,488+28.2% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 14.82% | 16.78%-2.0pp | 91.61%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,067 | $1,863+11.0% | $2,541-18.6% | $2,270-8.9% |
| Participant deferral / active EE | $4,980 | $3,617+37.7% | $4,167+19.5% | $3,740+33.2% |
| Admin fee / account holder | $18 | $482-96.3% | $6,795-99.7% | $513-96.5% |