Filed April 11, 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 | -$24,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,336 | $331,159-73.9% | $112,887-23.5% | $74,419+16.0% |
| Participation rate | 97.7% | 81.4%+16.3pp | 80.5%+17.2pp | 70.7%+27.0pp |
| Annual return | 20.43% | 21.62%-1.2pp | 34.10%-13.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $5,697 | $5,469+4.2% | $4,563+24.9% | $2,637+116.0% |
| Participant deferral / active EE | $7,500 | $8,097-7.4% | $6,513+15.2% | $4,528+65.6% |
| Admin fee / account holder | -$29 | $281-110.2% | $7,047-100.4% | $348-108.3% |