Filed August 1, 1993
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 | $1,185 |
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 | $59,703 | $45,825+30.3% | $90,645-34.1% | $56,287+6.1% |
| Participation rate | 89.9% | 66.7%+23.2pp | 74.0%+15.9pp | 69.9%+20.1pp |
| Annual return | -5.03% | 38.64%-43.7pp | 1.88%-6.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,660 | $1,372+21.0% | $2,532-34.4% | $2,111-21.4% |
| Participant deferral / active EE | $2,397 | $2,562-6.4% | $3,425-30.0% | $3,350-28.4% |
| Admin fee / account holder | $7 | $413-98.3% | $4,994-99.9% | $521-98.6% |