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 | $3,975 |
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 | $44,831 | $42,810+4.7% | $169,463-73.5% | $55,725-19.5% |
| Participation rate | 39.6% | 64.7%-25.1pp | 77.8%-38.1pp | 70.9%-31.2pp |
| Annual return | -0.51% | -3.61%+3.1pp | 1.83%-2.3pp | 244.93%-245.4pp |
| Employer contribution / active EE | $667 | $1,402-52.4% | $4,159-84.0% | $2,078-67.9% |
| Participant deferral / active EE | $1,169 | $3,141-62.8% | $5,277-77.8% | $3,356-65.1% |
| Admin fee / account holder | $27 | $106-74.7% | $9,109-99.7% | $115-76.6% |