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 | $6,162 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,890 | $99,078-23.4% | $96,544-21.4% | $74,419+2.0% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.8pp |
| Annual return | 21.04% | 22.48%-1.4pp | 25.84%-4.8pp | 34.38%-13.3pp |
| Employer contribution / active EE | $2,147 | $2,570-16.5% | $2,965-27.6% | $2,637-18.6% |
| Participant deferral / active EE | $4,556 | $4,933-7.6% | $4,851-6.1% | $4,528+0.6% |
| Admin fee / account holder | $18 | $225-92.0% | $8,252-99.8% | $348-94.8% |