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 | $21,541 |
UHY LLP9+ years Service code 10 · EIN 20-0694403 | Accounting | $16,000 |
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 | $29,071 | $99,078-70.7% | $96,544-69.9% | $74,419-60.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 16.59% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,032 | $2,570+18.0% | $2,965+2.3% | $2,637+15.0% |
| Participant deferral / active EE | $3,093 | $4,933-37.3% | $4,851-36.2% | $4,528-31.7% |
| Admin fee / account holder | $111 | $225-50.7% | $8,252-98.7% | $348-68.2% |