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 | $2,488 |
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 | $57,252 | $51,197+11.8% | $82,719-30.8% | $66,914-14.4% |
| Participation rate | 29.7% | 67.8%-38.2pp | 72.6%-42.9pp | 69.8%-40.1pp |
| Annual return | -18.82% | -9.64%-9.2pp | 701.18%-720.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $982 | $2,611-62.4% | $3,009-67.4% | $2,544-61.4% |
| Participant deferral / active EE | $1,894 | $3,458-45.2% | $4,395-56.9% | $4,237-55.3% |
| Admin fee / account holder | $39 | $416-90.5% | $5,329-99.3% | $593-93.3% |