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 | $21,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,352 | $52,886-12.4% | $109,895-57.8% | $93,030-50.2% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.2%+17.5pp | 73.9%+17.9pp |
| Annual return | 14.17% | 16.89%-2.7pp | 29.45%-15.3pp | 158.70%-144.5pp |
| Employer contribution / active EE | $1,455 | $1,248+16.6% | $2,842-48.8% | $2,706-46.2% |
| Participant deferral / active EE | $2,919 | $2,815+3.7% | $4,048-27.9% | $4,562-36.0% |
| Admin fee / account holder | $10 | $91-88.8% | $6,066-99.8% | $152-93.3% |