Filed August 5, 2003 (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 9-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 | $33,672 |
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 | $67,788 | $136,307-50.3% | $177,821-61.9% | $73,488-7.8% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.82% | 18.68%-2.9pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,686 | $3,712+26.2% | $5,918-20.8% | $2,270+106.4% |
| Participant deferral / active EE | $3,920 | $5,829-32.7% | $7,714-49.2% | $3,740+4.8% |
| Admin fee / account holder | $140 | $596-76.5% | $12,427-98.9% | $513-72.8% |