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 | $41,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,910 | $104,607-36.0% | $96,544-30.7% | - |
| Participation rate | 99.6% | 76.2%+23.4pp | 76.0%+23.6pp | - |
| Annual return | 20.23% | 9.56%+10.7pp | 25.84%-5.6pp | - |
| Employer contribution / active EE | $2,253 | $2,147+5.0% | $2,965-24.0% | - |
| Participant deferral / active EE | $4,863 | $4,312+12.8% | $4,851+0.3% | - |
| Admin fee / account holder | $122 | $45,340-99.7% | $8,252-98.5% | - |