Filed December 2, 1996
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 |
|---|---|---|
EDUCATION DEVELOPMENT CENTER1+ years Service code 99 · EIN 04-2241718 | Other Fees | $21,965 |
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 | $60,414 | $67,166-10.1% | $57,343+5.4% | $55,191+9.5% |
| Participation rate | 95.3% | 77.7%+17.6pp | 75.1%+20.2pp | 69.2%+26.2pp |
| Annual return | 1.68% | 4.22%-2.5pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $7,148 | $2,812+154.2% | $2,689+165.9% | $1,899+276.5% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $14 | $44-68.0% | $3,356-99.6% | $91-84.7% |