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 | -$583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,631 | $46,966-2.8% | $185,117-75.4% | $69,631-34.5% |
| Participation rate | 41.3% | 65.3%-24.0pp | 77.3%-36.0pp | 70.7%-29.4pp |
| Annual return | 19.59% | 22.36%-2.8pp | 40.50%-20.9pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $603 | $1,360-55.7% | $4,182-85.6% | $2,032-70.3% |
| Participant deferral / active EE | $1,034 | $3,017-65.7% | $5,045-79.5% | $3,224-67.9% |
| Admin fee / account holder | $3 | $94-97.2% | $8,159-100.0% | $110-97.7% |