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 | $23,127 |
UHY LLP10+ years Service code 10 · EIN 20-0694403 | Accounting | $16,400 |
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 | $35,524 | $88,890-60.0% | $102,423-65.3% | $77,643-54.2% |
| Participation rate | 98.3% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 10.11% | 24.98%-14.9pp | 29.32%-19.2pp | 31.24%-21.1pp |
| Employer contribution / active EE | $2,958 | $2,698+9.6% | $3,023-2.2% | $2,726+8.5% |
| Participant deferral / active EE | $3,173 | $5,145-38.3% | $5,053-37.2% | $4,647-31.7% |
| Admin fee / account holder | $122 | $235-48.0% | $9,451-98.7% | $430-71.6% |