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 | -$50,324 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,334 | $130,655+212.5% | $93,789+335.4% | $64,808+530.1% |
| Participation rate | 99.7% | 84.9%+14.8pp | 81.0%+18.7pp | 71.5%+28.2pp |
| Annual return | -16.93% | -14.04%-2.9pp | -11.33%-5.6pp | 32.82%-49.7pp |
| Employer contribution / active EE | $21,648 | $5,594+286.9% | $4,323+400.8% | $2,506+763.9% |
| Participant deferral / active EE | $14,731 | $8,067+82.6% | $6,094+141.7% | $4,310+241.7% |
| Admin fee / account holder | $100 | $140-28.5% | $7,195-98.6% | $188-46.6% |