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 | $1,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,740 | $51,315+84.6% | $95,745-1.0% | $71,457+32.6% |
| Participation rate | 91.6% | 63.0%+28.6pp | 72.3%+19.4pp | 67.9%+23.7pp |
| Annual return | 22.49% | 25.26%-2.8pp | 28.35%-5.9pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,855 | $1,819+57.0% | $2,835+0.7% | $2,588+10.3% |
| Participant deferral / active EE | $3,731 | $3,358+11.1% | $4,245-12.1% | $4,289-13.0% |
| Admin fee / account holder | $12 | $1,137-98.9% | $5,678-99.8% | $1,587-99.2% |