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 |
|---|---|---|
UHY LLP8+ years Service code 10 · EIN 20-0694403 | Accounting | $19,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,251 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,628 | $72,254-64.5% | $86,677-70.4% | $64,808-60.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -19.64% | 392.42%-412.1pp | 35.91%-55.5pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,987 | $2,393+24.8% | $2,836+5.3% | $2,506+19.2% |
| Participant deferral / active EE | $3,320 | $4,658-28.7% | $4,656-28.7% | $4,310-23.0% |
| Admin fee / account holder | $123 | $174-29.0% | $7,493-98.4% | $188-34.3% |