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 | -$49,635 |
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 | $367,770 | $138,427+165.7% | $97,995+275.3% | $69,631+428.2% |
| Participation rate | 99.6% | 90.0%+9.6pp | 82.4%+17.3pp | 70.7%+29.0pp |
| Annual return | 20.60% | 26.21%-5.6pp | 23.94%-3.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $18,856 | $4,858+288.2% | $4,158+353.5% | $2,032+827.9% |
| Participant deferral / active EE | $11,737 | $7,165+63.8% | $5,097+130.3% | $3,224+264.1% |
| Admin fee / account holder | $136 | $101+35.0% | $5,943-97.7% | $110+23.2% |