Filed June 7, 2002
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 | $79,753 |
UHY LLP8+ years Service code 10 · EIN 20-0694403 | Accounting | $19,205 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,308 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,983 | $72,254+28.7% | $86,677+7.3% | $64,808+43.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -21.08% | 392.42%-413.5pp | 35.91%-57.0pp | 32.82%-53.9pp |
| Employer contribution / active EE | $9,159 | $2,393+282.8% | $2,836+222.9% | $2,506+265.5% |
| Participant deferral / active EE | $6,615 | $4,658+42.0% | $4,656+42.1% | $4,310+53.5% |
| Admin fee / account holder | $107 | $174-38.3% | $7,493-98.6% | $188-42.9% |