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 | $1,977 |
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 | $104,310 | $51,620+102.1% | $90,281+15.5% | $65,185+60.0% |
| Participation rate | 96.6% | 68.6%+28.0pp | 73.3%+23.3pp | 70.2%+26.4pp |
| Annual return | 25.41% | 24.94%+0.5pp | 78.10%-52.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $4,613 | $2,235+106.4% | $2,854+61.6% | $2,177+111.9% |
| Participant deferral / active EE | $9,114 | $2,871+217.5% | $3,885+134.6% | $3,514+159.4% |
| Admin fee / account holder | $10 | $384-97.4% | $5,351-99.8% | $847-98.8% |