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 | $47,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,121 | $65,435-5.1% | $86,677-28.3% | $66,914-7.2% |
| Participation rate | 96.9% | 75.5%+21.5pp | 76.6%+20.3pp | 69.8%+27.1pp |
| Annual return | -16.19% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,135 | $2,153-0.9% | $2,836-24.7% | $2,544-16.1% |
| Participant deferral / active EE | $4,828 | $4,100+17.7% | $4,656+3.7% | $4,237+14.0% |
| Admin fee / account holder | $153 | $642-76.2% | $7,493-98.0% | $593-74.2% |