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 | -$38,551 |
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 | $412,949 | $174,559+136.6% | $105,387+291.8% | $67,579+511.1% |
| Participation rate | 99.3% | 88.2%+11.2pp | 82.6%+16.8pp | 71.3%+28.1pp |
| Annual return | 25.60% | 23.63%+2.0pp | 26.82%-1.2pp | 378.56%-353.0pp |
| Employer contribution / active EE | $18,964 | $4,874+289.1% | $4,213+350.1% | $2,148+783.0% |
| Participant deferral / active EE | $12,479 | $7,563+65.0% | $5,502+126.8% | $3,539+252.6% |
| Admin fee / account holder | $123 | $270-54.4% | $6,559-98.1% | $142-13.4% |