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 | -$62,462 |
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 | $345,323 | $120,075+187.6% | $90,782+280.4% | $55,725+519.7% |
| Participation rate | 99.3% | 88.0%+11.3pp | 82.7%+16.6pp | 70.9%+28.4pp |
| Annual return | -3.40% | -3.47%+0.1pp | -3.42%0pp | 244.93%-248.3pp |
| Employer contribution / active EE | $19,027 | $4,693+305.5% | $4,105+363.5% | $2,078+815.6% |
| Participant deferral / active EE | $12,250 | $6,826+79.5% | $5,366+128.3% | $3,356+265.1% |
| Admin fee / account holder | $132 | $111+18.4% | $5,908-97.8% | $115+14.6% |