Filed November 30, 1994
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 | $1,650 |
DEUTSCHE BANK SECURITIES INC.1+ years Filed as: DEUTSCHE BANK SECURITIES INC Service code 61 1 SOUTH ST · BALTIMORE, MD 21202 | Finders' fees / placement fees | $0 |
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 | $114,702 | $70,667+62.3% | $123,104-6.8% | $52,331+119.2% |
| Participation rate | 87.2% | 83.7%+3.5pp | 86.8%+0.4pp | 68.1%+19.1pp |
| Annual return | -1.06% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $5,118 | $2,946+73.7% | $5,151-0.6% | $1,882+172.0% |
| Participant deferral / active EE | $2,806 | $4,493-37.6% | $6,230-55.0% | $3,022-7.2% |
| Admin fee / account holder | $12 | $506-97.7% | $9,015-99.9% | $592-98.0% |