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 | $73,977 |
IMA WEALTH INC3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $35,000 |
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 | $105,690 | $91,517+15.5% | $101,248+4.4% | $73,409+44.0% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.8%+22.4pp | 72.2%+26.1pp |
| Annual return | 16.66% | 17.17%-0.5pp | 46.47%-29.8pp | 59.29%-42.6pp |
| Employer contribution / active EE | $5,604 | $2,877+94.8% | $3,660+53.1% | $2,234+150.9% |
| Participant deferral / active EE | $9,301 | $3,338+178.6% | $4,370+112.8% | $3,805+144.4% |
| Admin fee / account holder | $260 | $216+20.5% | $5,945-95.6% | $158+64.7% |