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 | $3,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,852 | $42,582-6.4% | $171,082-76.7% | $57,658-30.9% |
| Participation rate | 42.3% | 63.9%-21.6pp | 76.7%-34.4pp | 70.2%-27.9pp |
| Annual return | 7.29% | 308.67%-301.4pp | 32.56%-25.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $623 | $1,306-52.3% | $4,002-84.4% | $1,974-68.4% |
| Participant deferral / active EE | $1,065 | $2,933-63.7% | $4,797-77.8% | $3,061-65.2% |
| Admin fee / account holder | $15 | $82-82.3% | $8,520-99.8% | $95-84.6% |