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 | $1,423 |
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 | $69,867 | $50,175+39.2% | $99,443-29.7% | $65,185+7.2% |
| Participation rate | 90.3% | 68.4%+21.9pp | 73.8%+16.5pp | 70.2%+20.1pp |
| Annual return | 19.68% | 25.36%-5.7pp | 30.72%-11.0pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,718 | $1,496+14.8% | $2,540-32.4% | $2,177-21.1% |
| Participant deferral / active EE | $2,568 | $2,748-6.5% | $3,619-29.0% | $3,514-26.9% |
| Admin fee / account holder | $10 | $398-97.5% | $6,250-99.8% | $847-98.8% |