Filed July 20, 2001 (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 | $173,180 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES, INC Service code 16 · EIN 41-1567437 | Consulting | $35,940 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $6,000 |
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 | $103,060 | $55,516+85.6% | $75,781+36.0% | $59,188+74.1% |
| Participation rate | 97.5% | 73.6%+23.9pp | 75.8%+21.7pp | 69.4%+28.1pp |
| Annual return | 1.78% | -1.89%+3.7pp | 9.68%-7.9pp | 5.51%-3.7pp |
| Employer contribution / active EE | $5,040 | $2,604+93.6% | $3,323+51.6% | $2,098+140.2% |
| Participant deferral / active EE | $7,505 | $2,599+188.8% | $3,651+105.5% | $3,265+129.9% |
| Admin fee / account holder | $85 | $110-22.6% | $5,299-98.4% | $92-7.7% |