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 | $5,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,076 | $84,936+8.4% | $111,297-17.3% | $79,386+16.0% |
| Participation rate | 97.7% | 75.9%+21.9pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 17.67% | 17.45%+0.2pp | 54.65%-37.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $933 | $1,979-52.8% | $2,731-65.8% | $2,427-61.6% |
| Participant deferral / active EE | $4,503 | $3,888+15.8% | $4,487+0.4% | $4,046+11.3% |
| Admin fee / account holder | $20 | $537-96.3% | $7,964-99.7% | $626-96.8% |