Filed February 7, 2001
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 | -$102,640 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $148,537 | $144,604+2.7% | $88,497+67.8% | $63,975+132.2% |
| Participation rate | 84.9% | 91.8%-7.0pp | 82.4%+2.5pp | 71.1%+13.8pp |
| Annual return | 8.03% | 9.63%-1.6pp | 7.63%+0.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $5,404 | $4,008+34.9% | $4,036+33.9% | $2,182+147.7% |
| Participant deferral / active EE | $10,063 | $7,027+43.2% | $4,899+105.4% | $3,356+199.8% |
| Admin fee / account holder | -$39 | $78-150.3% | $6,220-100.6% | $70-156.0% |