Filed December 23, 1992
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 | $15,763 |
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 | $28,531 | $35,366-19.3% | $90,645-68.5% | $75,289-62.1% |
| Participation rate | 92.1% | 57.3%+34.8pp | 74.0%+18.0pp | 72.4%+19.6pp |
| Annual return | -5.81% | -2.19%-3.6pp | 1.88%-7.7pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,303 | $916+42.3% | $2,532-48.5% | $2,405-45.8% |
| Participant deferral / active EE | $2,400 | $1,998+20.1% | $3,425-29.9% | $3,739-35.8% |
| Admin fee / account holder | $8 | $59-86.7% | $4,994-99.8% | $102-92.3% |