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 | $3,261 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,970 | $60,488+52.0% | $109,895-16.3% | $79,386+15.9% |
| Participation rate | 90.8% | 67.0%+23.7pp | 74.2%+16.5pp | 70.7%+20.1pp |
| Annual return | 9.52% | 189.57%-180.0pp | 29.45%-19.9pp | 116.85%-107.3pp |
| Employer contribution / active EE | $2,602 | $1,649+57.8% | $2,842-8.5% | $2,427+7.2% |
| Participant deferral / active EE | $3,094 | $3,220-3.9% | $4,048-23.6% | $4,046-23.5% |
| Admin fee / account holder | $11 | $605-98.1% | $6,066-99.8% | $626-98.2% |