Filed March 27, 2003
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 | $6,738 |
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 | $73,307 | $65,820+11.4% | $108,745-32.6% | $57,658+27.1% |
| Participation rate | 99.3% | 72.7%+26.6pp | 77.7%+21.6pp | 70.2%+29.1pp |
| Annual return | 7.49% | 21.32%-13.8pp | 46.22%-38.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,804 | $2,285+110.2% | $3,323+44.6% | $1,974+143.4% |
| Participant deferral / active EE | $3,515 | $3,578-1.7% | $5,121-31.4% | $3,061+14.9% |
| Admin fee / account holder | $14 | $91-84.8% | $6,144-99.8% | $95-85.3% |