Filed August 1, 2002 (most recent of 2 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 | $1,875 |
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 | $96,931 | $50,637+91.4% | $86,590+11.9% | $62,292+55.6% |
| Participation rate | 93.9% | 67.9%+26.0pp | 73.5%+20.4pp | 69.5%+24.4pp |
| Annual return | 19.09% | 20.80%-1.7pp | 964.84%-945.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $4,751 | $2,075+128.9% | $2,839+67.3% | $2,042+132.6% |
| Participant deferral / active EE | $8,703 | $2,611+233.3% | $3,609+141.2% | $3,169+174.6% |
| Admin fee / account holder | $6 | $413-98.5% | $4,906-99.9% | $479-98.7% |