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 | $2,100 |
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 | $81,427 | $44,873+81.5% | $79,464+2.5% | $56,287+44.7% |
| Participation rate | 99.2% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -2.80% | 0.81%-3.6pp | 718.14%-720.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $4,186 | $2,140+95.6% | $2,800+49.5% | $2,111+98.3% |
| Participant deferral / active EE | $7,753 | $2,746+182.4% | $3,704+109.3% | $3,350+131.5% |
| Admin fee / account holder | $10 | $418-97.5% | $5,113-99.8% | $521-98.0% |