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 | $22,689 |
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 | $53,368 | $48,471+10.1% | $182,532-70.8% | $67,579-21.0% |
| Participation rate | 46.4% | 67.2%-20.8pp | 78.0%-31.6pp | 71.3%-24.9pp |
| Annual return | 26.70% | 31.08%-4.4pp | 148.54%-121.8pp | 378.56%-351.9pp |
| Employer contribution / active EE | $761 | $1,461-47.9% | $4,076-81.3% | $2,148-64.6% |
| Participant deferral / active EE | $1,442 | $3,324-56.6% | $5,524-73.9% | $3,539-59.3% |
| Admin fee / account holder | $92 | $151-38.9% | $8,592-98.9% | $142-35.0% |