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 | $955 |
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 | $105,965 | $66,124+60.3% | $90,404+17.2% | $73,488+44.2% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 15.89% | 17.65%-1.8pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,233 | $2,346+37.8% | $3,262-0.9% | $2,270+42.4% |
| Participant deferral / active EE | $9,414 | $3,039+209.8% | $3,963+137.5% | $3,740+151.7% |
| Admin fee / account holder | $5 | $396-98.8% | $5,611-99.9% | $513-99.1% |