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 | $6,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,474 | $73,638+3.9% | $95,952-20.3% | $73,488+4.1% |
| Participation rate | 99.6% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | 14.95% | 16.78%-1.8pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $415 | $1,863-77.7% | $2,541-83.7% | $2,270-81.7% |
| Participant deferral / active EE | $3,980 | $3,617+10.0% | $4,167-4.5% | $3,740+6.4% |
| Admin fee / account holder | $20 | $482-95.8% | $6,795-99.7% | $513-96.0% |