Filed June 20, 2002
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 | $37,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,956 | $129,021+6.9% | $184,203-25.1% | $77,643+77.7% |
| Participation rate | 92.8% | 87.3%+5.4pp | 86.8%+5.9pp | 70.6%+22.2pp |
| Annual return | 17.63% | 33.27%-15.6pp | 28.81%-11.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $4,798 | $4,413+8.7% | $6,427-25.3% | $2,726+76.0% |
| Participant deferral / active EE | $14,774 | $7,297+102.5% | $9,131+61.8% | $4,647+217.9% |
| Admin fee / account holder | $82 | $254-67.5% | $13,901-99.4% | $430-80.8% |