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 | $2,746 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,445 | $55,214+52.9% | $104,607-19.3% | $73,488+14.9% |
| Participation rate | 87.0% | 67.8%+19.2pp | 74.1%+12.9pp | 70.7%+16.3pp |
| Annual return | 13.91% | 24.79%-10.9pp | 340.46%-326.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,289 | $1,468+56.0% | $2,681-14.6% | $2,270+0.8% |
| Participant deferral / active EE | $2,825 | $2,925-3.4% | $3,740-24.5% | $3,740-24.5% |
| Admin fee / account holder | $10 | $424-97.7% | $6,473-99.8% | $513-98.1% |