Filed July 7, 2000
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 10-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 | $61,638 |
TRUENORTH, INC.3+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $29,167 |
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 | $70,774 | $60,545+16.9% | $92,233-23.3% | $69,631+1.6% |
| Participation rate | 99.5% | 72.2%+27.3pp | 76.5%+23.0pp | 70.7%+28.8pp |
| Annual return | 17.82% | 19.71%-1.9pp | 176.28%-158.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,394 | $2,633+66.9% | $3,679+19.4% | $2,032+116.2% |
| Participant deferral / active EE | $6,166 | $2,828+118.1% | $3,897+58.2% | $3,224+91.3% |
| Admin fee / account holder | $194 | $145+33.7% | $5,194-96.3% | $110+75.3% |