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 | $337 |
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 | $120,235 | $63,745+88.6% | $98,442+22.1% | $79,386+51.5% |
| Participation rate | 94.6% | 69.9%+24.8pp | 73.3%+21.3pp | 70.7%+23.9pp |
| Annual return | 15.40% | 625.80%-610.4pp | 1492.73%-1477.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $6,867 | $2,557+168.6% | $2,960+132.0% | $2,427+182.9% |
| Participant deferral / active EE | $9,020 | $3,303+173.0% | $4,276+110.9% | $4,046+122.9% |
| Admin fee / account holder | $2 | $516-99.7% | $5,949-100.0% | $626-99.7% |