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 | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,770 | $63,745+17.3% | $98,442-24.0% | $79,386-5.8% |
| Participation rate | 31.9% | 69.9%-37.9pp | 73.3%-41.4pp | 70.7%-38.8pp |
| Annual return | 15.71% | 625.80%-610.1pp | 1492.73%-1477.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,060 | $2,557-58.6% | $2,960-64.2% | $2,427-56.3% |
| Participant deferral / active EE | $1,948 | $3,303-41.0% | $4,276-54.4% | $4,046-51.9% |
| Admin fee / account holder | $25 | $516-95.1% | $5,949-99.6% | $626-96.0% |