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 | $75,793 |
UHY LLP9+ years Service code 10 · EIN 20-0694403 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,391 | $99,078+14.4% | $96,544+17.5% | $74,419+52.4% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 18.49% | 22.48%-4.0pp | 25.84%-7.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $9,239 | $2,570+259.5% | $2,965+211.6% | $2,637+250.3% |
| Participant deferral / active EE | $6,789 | $4,933+37.6% | $4,851+39.9% | $4,528+49.9% |
| Admin fee / account holder | $110 | $225-51.0% | $8,252-98.7% | $348-68.4% |