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 | $7,919 |
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 | $68,579 | $73,404-6.6% | $87,100-21.3% | $67,579+1.5% |
| Participation rate | 95.0% | 80.9%+14.2pp | 76.9%+18.2pp | 71.3%+23.7pp |
| Annual return | 26.83% | 48.29%-21.5pp | 28.19%-1.4pp | 378.56%-351.7pp |
| Employer contribution / active EE | $4,108 | $2,014+104.0% | $2,521+62.9% | $2,148+91.2% |
| Participant deferral / active EE | $3,126 | $3,913-20.1% | $4,049-22.8% | $3,539-11.7% |
| Admin fee / account holder | $25 | $142-82.4% | $7,497-99.7% | $142-82.4% |