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 | $2,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,666 | $65,435+14.1% | $86,677-13.9% | $66,914+11.6% |
| Participation rate | 97.1% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.3pp |
| Annual return | -13.48% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,314 | $2,153+7.5% | $2,836-18.4% | $2,544-9.0% |
| Participant deferral / active EE | $5,622 | $4,100+37.1% | $4,656+20.8% | $4,237+32.7% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.6% |