Filed March 7, 2002
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 | $3,175 |
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 | $71,550 | $51,620+38.6% | $90,281-20.7% | $65,185+9.8% |
| Participation rate | 28.7% | 68.6%-40.0pp | 73.3%-44.6pp | 70.2%-41.5pp |
| Annual return | 25.94% | 24.94%+1.0pp | 78.10%-52.2pp | 29.38%-3.4pp |
| Employer contribution / active EE | $804 | $2,235-64.0% | $2,854-71.8% | $2,177-63.1% |
| Participant deferral / active EE | $1,594 | $2,871-44.5% | $3,885-59.0% | $3,514-54.6% |
| Admin fee / account holder | $70 | $384-81.8% | $5,351-98.7% | $847-91.7% |