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 | $23,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,233 | $56,152+0.1% | $185,823-69.7% | $73,409-23.4% |
| Participation rate | 46.8% | 67.6%-20.7pp | 78.0%-31.2pp | 72.2%-25.4pp |
| Annual return | 13.12% | 17.59%-4.5pp | 35.95%-22.8pp | 59.29%-46.2pp |
| Employer contribution / active EE | $806 | $1,532-47.4% | $4,087-80.3% | $2,234-63.9% |
| Participant deferral / active EE | $1,596 | $3,659-56.4% | $5,632-71.7% | $3,805-58.1% |
| Admin fee / account holder | $103 | $132-21.9% | $9,500-98.9% | $158-34.6% |