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 | $8,548 |
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 | $47,904 | $48,406-1.0% | $104,607-54.2% | $90,288-46.9% |
| Participation rate | 90.4% | 64.3%+26.1pp | 74.1%+16.3pp | 73.4%+17.0pp |
| Annual return | 20.01% | 18.72%+1.3pp | 340.46%-320.5pp | 53.97%-34.0pp |
| Employer contribution / active EE | $1,469 | $1,115+31.8% | $2,681-45.2% | $2,524-41.8% |
| Participant deferral / active EE | $2,778 | $2,436+14.0% | $3,740-25.7% | $4,232-34.4% |
| Admin fee / account holder | $5 | $76-93.7% | $6,473-99.9% | $114-95.8% |