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 | $1,614 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,913 | $44,642+76.8% | $91,220-13.5% | $66,914+17.9% |
| Participation rate | 91.2% | 64.9%+26.3pp | 73.2%+18.0pp | 69.8%+21.4pp |
| Annual return | -17.11% | -12.29%-4.8pp | 114.01%-131.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,052 | $1,706+137.5% | $2,850+42.2% | $2,544+59.3% |
| Participant deferral / active EE | $3,470 | $3,349+3.6% | $4,234-18.0% | $4,237-18.1% |
| Admin fee / account holder | $12 | $521-97.8% | $5,420-99.8% | $593-98.0% |