Filed May 17, 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 | $9,006 |
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 | $57,758 | $59,186-2.4% | $76,768-24.8% | $56,287+2.6% |
| Participation rate | 96.0% | 75.2%+20.7pp | 77.0%+19.0pp | 69.9%+26.1pp |
| Annual return | -5.68% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,415 | $1,759-19.5% | $2,485-43.1% | $2,111-33.0% |
| Participant deferral / active EE | $3,058 | $3,255-6.0% | $3,852-20.6% | $3,350-8.7% |
| Admin fee / account holder | $30 | $489-93.8% | $6,675-99.5% | $521-94.2% |