Filed April 3, 2003
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 | $5,868 |
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 | $58,922 | $23,224+153.7% | $71,086-17.1% | $55,725+5.7% |
| Participation rate | 82.0% | 37.9%+44.1pp | 54.7%+27.4pp | 70.9%+11.2pp |
| Annual return | -4.25% | -2.87%-1.4pp | 650.59%-654.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $4,646 | $436+965.2% | $1,088+327.2% | $2,078+123.6% |
| Participant deferral / active EE | $8,780 | $929+845.1% | $1,874+368.5% | $3,356+161.7% |
| Admin fee / account holder | $4 | $118-96.2% | $3,082-99.9% | $115-96.2% |