Filed January 10, 2000
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 | -$51,538 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,012 | $122,709+154.3% | $88,497+252.6% | $57,658+441.1% |
| Participation rate | 97.5% | 89.9%+7.6pp | 82.4%+15.1pp | 70.2%+27.3pp |
| Annual return | 8.72% | 10.63%-1.9pp | 7.63%+1.1pp | 5.13%+3.6pp |
| Employer contribution / active EE | $17,691 | $4,531+290.4% | $4,036+338.3% | $1,974+796.3% |
| Participant deferral / active EE | $10,789 | $6,704+60.9% | $4,899+120.2% | $3,061+252.5% |
| Admin fee / account holder | $176 | $93+90.1% | $6,220-97.2% | $95+86.2% |