Filed February 18, 1997
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 | $45,436 |
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 | $90,249 | $73,638+22.6% | $95,952-5.9% | $73,488+22.8% |
| Participation rate | 99.0% | 76.2%+22.8pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 12.75% | 16.78%-4.0pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,983 | $1,863+6.4% | $2,541-22.0% | $2,270-12.7% |
| Participant deferral / active EE | $4,370 | $3,617+20.8% | $4,167+4.9% | $3,740+16.9% |
| Admin fee / account holder | $173 | $482-64.0% | $6,795-97.4% | $513-66.2% |