Filed January 28, 2002 (most recent of 3 filings on file)
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 7-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 | $3,521 |
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 | $0 | $44,229-100.0% | $155,790-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 76.1%-76.1pp | 69.2%-69.2pp |
| Annual return | 2.48% | 0.37%+2.1pp | 71.54%-69.1pp | 10.78%-8.3pp |
| Employer contribution / active EE | $685 | $1,317-48.0% | $3,836-82.1% | $1,899-63.9% |
| Participant deferral / active EE | $1,157 | $2,851-59.4% | $4,797-75.9% | $3,046-62.0% |
| Admin fee / account holder | $0 | $86-100.0% | $7,478-100.0% | $91-100.0% |